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Bridgewealth Advisory Group’s Polaris PII Stock Holding History

Bridgewealth Advisory Group’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 		$214K Buy
+3,132
New +$202K 0.04% 132

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bridgewealth Advisory Group's PII Position: Q2 2026 in Review

Bridgewealth Advisory Group opened a new position in Polaris (PII) in Q2 2026: 3,132 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

121 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Bridgewealth Advisory Group held 3,132 shares of Polaris worth $214K as of Q2 2026.
  • Polaris was a new Bridgewealth Advisory Group position in Q2 2026.
  • Polaris made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #132 holding.
  • 121 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.