Counterpoint Mutual Funds’s Polaris PII Stock Holding History

Counterpoint Mutual Funds’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	$318K	Buy	+4,647	New	+$299K	0.03%	236
2026 Q1	–	Sell	-7,960	Closed	-$503K	–	447
2025 Q4	$503K	Sell	7,960 -531	-6%	-$35K	0.04%	133
2025 Q3	$494K	Buy	8,491 +740	+10%	+$39.9K	0.04%	158
2025 Q2	$315K	Buy	+7,751	New	+$292K	0.03%	268
2021 Q3	–	Sell	-98	Closed	-$13K	–	225
2021 Q2	$13K	Buy	+98	New	+$13.3K	0.01%	108

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Counterpoint Mutual Funds's PII Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in Polaris (PII) in Q2 2026: 4,647 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in PII as recently as Q4 2025.

Counterpoint Mutual Funds first reported a position in PII in Q2 2021 and has held it in 5 quarters since. The position peaked at $503K in Q4 2025. 101 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Counterpoint Mutual Funds held 4,647 shares of Polaris worth $318K as of Q2 2026.
Polaris was a new Counterpoint Mutual Funds position in Q2 2026.
Polaris made up 0.03% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #236 holding.
Counterpoint Mutual Funds first reported a position in Polaris in Q2 2021 and has held it in 5 quarters since.
Counterpoint Mutual Funds's Polaris position peaked at $503K in Q4 2025.
101 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.