EGA
PII icon

Eagle Global Advisors’s Polaris PII Stock Holding History

Eagle Global 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
Q2 		– Sell
-5,630
Closed -$307K – 293
2026
Q1 		$307K Hold
5,630
– – 0.01% 239
2025
Q4 		$356K Hold
5,630
– – 0.01% 235
2025
Q3 		$327K Hold
5,630
– – 0.01% 242
2025
Q2 		$229K Buy
+5,630
New +$212K 0.01% 254

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eagle Global Advisors's PII Position: Q2 2026 in Review

Eagle Global Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 5,630 shares — an estimated $307K sold.

Eagle Global Advisors first reported a position in PII in Q2 2025 and held it in 4 quarters. The position peaked at $356K in Q4 2025. 229 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Eagle Global Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Eagle Global Advisors sold 5,630 Polaris shares in Q2 2026, an estimated $307K.
  • Eagle Global Advisors first reported a position in Polaris in Q2 2025 and held it in 4 quarters.
  • Eagle Global Advisors's Polaris position peaked at $356K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.