Birchbrook
PII icon

Birchbrook’s Polaris PII Stock Holding History

Birchbrook’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
Q3 		$2.4K Hold
46
– – ﹤0.01% 252
2026
Q2 		$3.12K Buy
46
+1
+2% +$64 ﹤0.01% 255
2026
Q1 		$2.46K Hold
45
– – ﹤0.01% 254
2025
Q4 		$2.82K Buy
45
+1
+2% +$66 ﹤0.01% 256
2025
Q3 		$2.56K Hold
44
– – ﹤0.01% 233
2025
Q2 		$1.77K Buy
44
+1
+2% +$38 ﹤0.01% 244
2025
Q1 		$1.76K Buy
43
+1
+2% +$48 ﹤0.01% 236
2024
Q4 		$2.43K Hold
42
– – ﹤0.01% 252
2024
Q3 		$3.48K Buy
42
+1
+2% +$81 ﹤0.01% 226
2024
Q2 		$3.25K Hold
41
– – ﹤0.01% 228
2024
Q1 		$4.12K Hold
41
– – ﹤0.01% 226
2023
Q4 		$3.87K Buy
+41
New +$3.76K ﹤0.01% 249

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Birchbrook's PII Position: Q3 2026 in Review

Birchbrook held its Polaris (PII) position steady in Q3 2026 at 46 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Birchbrook first reported a position in PII in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.12K in Q1 2024. 116 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Birchbrook held 46 shares of Polaris worth $2.4K as of Q3 2026.
  • Birchbrook left its Polaris share count unchanged in Q3 2026.
  • Polaris made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #252 holding.
  • Birchbrook first reported a position in Polaris in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Polaris position peaked at $4.12K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.