Cornerstone Planning Group’s Polaris PII Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-8	Closed	-$613	–	1262
2026 Q2	$613	Sell	8 -1	-11%	-$64	﹤0.01%	1638
2026 Q1	$542	Buy	9 +1	+13%	+$63	﹤0.01%	1624
2025 Q4	$525	Sell	8 -9	-53%	-$593	﹤0.01%	1499
2025 Q3	$4.71K	Buy	17 +9	+113%	+$485	﹤0.01%	967
2025 Q2	$423	Buy	+8	New	+$302	﹤0.01%	1346
2025 Q1	–	Sell	-5	Closed	-$283	–	1653
2024 Q4	$283	Buy	+5	New	+$348	﹤0.01%	1295
2024 Q1	–	Sell	-11	Closed	-$1.04K	–	1172
2023 Q4	$1.04K	Hold	11	–	–	﹤0.01%	712
2023 Q3	$1.15K	Hold	11	–	–	﹤0.01%	763
2023 Q2	$1.33K	Buy	+11	New	+$1.22K	﹤0.01%	1285
2022 Q4	$1.33K	Buy	+13	New	+$1.35K	﹤0.01%	1292

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

Cornerstone Planning Group's PII Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Polaris (PII) in Q3 2026, closing a stake of 8 shares — an estimated $613 sold.

Cornerstone Planning Group first reported a position in PII in Q4 2022 and held it in 10 quarters. The position peaked at $4.71K in Q3 2025. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Cornerstone Planning Group reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 8 Polaris shares in Q3 2026, an estimated $613.
Cornerstone Planning Group first reported a position in Polaris in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's Polaris position peaked at $4.71K in Q3 2025.
79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.