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Beacon Investment Advisory Services’s Polaris PII Stock Holding History

Beacon Investment Advisory Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Hold
200
– – ﹤0.01% 597
2026
Q1 		$10.9K Buy
+200
New +$12.5K ﹤0.01% 633

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Beacon Investment Advisory Services's PII Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Polaris (PII) position steady in Q2 2026 at 200 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Beacon Investment Advisory Services first reported a position in PII in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Beacon Investment Advisory Services held 200 shares of Polaris worth $13.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #597 holding.
  • Beacon Investment Advisory Services first reported a position in Polaris in Q1 2026 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.