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Camelot Portfolios’s Polaris PII Stock Holding History

Camelot Portfolios’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
2019
Q1 		– Sell
-300
Closed -$2K – 255
2018
Q4 		$2K Buy
+300
New +$27K ﹤0.01% 222

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Camelot Portfolios's PII Position: Q2 2026 in Review

Camelot Portfolios reduced its Polaris (PII) stake by 1.1% in Q2 2026, selling an estimated $13.9K and leaving 20,187 shares worth $1.38M. The position accounts for 0.97% of the portfolio, ranked #19.

Camelot Portfolios first reported a position in PII in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.89M in Q2 2019. 190 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Camelot Portfolios held 20,187 shares of Polaris worth $1.38M as of Q2 2026.
  • Camelot Portfolios sold 215 Polaris shares in Q2 2026, an estimated $13.9K.
  • Polaris made up 0.97% of Camelot Portfolios's portfolio in Q2 2026, its #19 holding.
  • Camelot Portfolios first reported a position in Polaris in Q4 2015 and has held it in 43 quarters since.
  • Camelot Portfolios's Polaris position peaked at $1.89M in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.