CoreCap Advisors’s Polaris PII Stock Holding History

CoreCap Advisors’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	$38.9K	Sell	746 -255	-25%	-$16.5K	﹤0.01%	1511
2026 Q2	$68.5K	Sell	1,001 -39	-4%	-$2.51K	﹤0.01%	1267
2026 Q1	$56.7K	Sell	1,040 -161	-13%	-$10.1K	﹤0.01%	1249
2025 Q4	$75.9K	Sell	1,201 -184	-13%	-$12.1K	﹤0.01%	1143
2025 Q3	$80.5K	Sell	1,385 -598	-30%	-$32.2K	﹤0.01%	1123
2025 Q2	$80.6K	Buy	1,983 +30	+2%	+$1.13K	﹤0.01%	1061
2025 Q1	$79.9K	Sell	1,953 -1,329	-40%	-$63.3K	﹤0.01%	983
2024 Q4	$189K	Sell	3,282 -2,457	-43%	-$171K	0.01%	723
2024 Q3	$478K	Buy	+5,739	New	+$466K	0.02%	470
2024 Q2	–	Sell	-3,175	Closed	-$318K	–	2322
2024 Q1	$318K	Buy	3,175 +654	+26%	+$60.1K	0.02%	516
2023 Q4	$239K	Buy	+2,521	New	+$231K	0.02%	518
2022 Q4	$22.2K	Buy	+220	New	+$22.9K	﹤0.01%	1260
2022 Q1	–	Sell	-10	Closed	-$1K	–	1647
2021 Q4	$1K	Buy	+10	New	+$1.18K	﹤0.01%	2202

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CoreCap Advisors's PII Position: Q3 2026 in Review

CoreCap Advisors reduced its Polaris (PII) stake by 25% in Q3 2026, selling an estimated $16.5K and leaving 746 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

CoreCap Advisors first reported a position in PII in Q4 2021 and has held it in 13 quarters since. The position peaked at $478K in Q3 2024. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

CoreCap Advisors held 746 shares of Polaris worth $38.9K as of Q3 2026.
CoreCap Advisors sold 255 Polaris shares in Q3 2026, an estimated $16.5K.
Polaris made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1511 holding.
CoreCap Advisors first reported a position in Polaris in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Polaris position peaked at $478K in Q3 2024.
79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.