Blue Trust Inc’s Polaris PII Stock Holding History

Blue Trust Inc’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	$1.46K	Hold	28	–	–	﹤0.01%	2099
2026 Q2	$1.92K	Hold	28	–	–	﹤0.01%	2192
2026 Q1	$1.53K	Hold	28	–	–	﹤0.01%	2188
2025 Q4	$1.77K	Hold	28	–	–	﹤0.01%	2164
2025 Q3	$1.63K	Hold	28	–	–	﹤0.01%	2194
2025 Q2	$1.14K	Buy	28 +13	+87%	+$490	﹤0.01%	2230
2025 Q1	$614	Hold	15	–	–	﹤0.01%	2340
2024 Q4	$864	Sell	15 -390	-96%	-$27.1K	﹤0.01%	2293
2024 Q3	$31.7K	Buy	405 +389	+2,431%	+$31.6K	﹤0.01%	1760
2024 Q2	$1.6K	Buy	+16	New	+$1.36K	﹤0.01%	2477
2024 Q1	–	Sell	-693	Closed	-$72K	–	2592
2023 Q4	$72K	Buy	693 +643	+1,286%	+$58.9K	﹤0.01%	810
2023 Q3	$6K	Hold	50	–	–	﹤0.01%	1595
2023 Q2	$6K	Hold	50	–	–	﹤0.01%	1480
2023 Q1	$5K	Sell	50 -5	-9%	-$554	﹤0.01%	1799
2022 Q4	$5K	Buy	55 +47	+588%	+$4.9K	﹤0.01%	1744
2022 Q3	$0	Buy	+8	New	+$897	﹤0.01%	2262

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Blue Trust Inc's PII Position: Q3 2026 in Review

Blue Trust Inc held its Polaris (PII) position steady in Q3 2026 at 28 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Blue Trust Inc first reported a position in PII in Q3 2022 and has held it in 16 quarters since. The position peaked at $72K in Q4 2023. 96 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Blue Trust Inc held 28 shares of Polaris worth $1.46K as of Q3 2026.
Blue Trust Inc left its Polaris share count unchanged in Q3 2026.
Polaris made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2099 holding.
Blue Trust Inc first reported a position in Polaris in Q3 2022 and has held it in 16 quarters since.
Blue Trust Inc's Polaris position peaked at $72K in Q4 2023.
96 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.