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Elevation Wealth Partners’s Polaris PII Stock Holding History

Elevation Wealth Partners’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 		$16.1K Sell
309
-262
-46% -$16.9K ﹤0.01% 745
2026
Q2 		$39.1K Buy
571
+471
+471% +$30.3K 0.01% 367
2026
Q1 		$5.45K Buy
+100
New +$6.26K ﹤0.01% 683

Other funds holding PII

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's PII Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Polaris (PII) stake by 46% in Q3 2026, selling an estimated $16.9K and leaving 309 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Elevation Wealth Partners first reported a position in PII in Q1 2026 and has held it in 3 quarters since. The position peaked at $39.1K in Q2 2026. 15 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Elevation Wealth Partners held 309 shares of Polaris worth $16.1K as of Q3 2026.
  • Elevation Wealth Partners sold 262 Polaris shares in Q3 2026, an estimated $16.9K.
  • Polaris made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #745 holding.
  • Elevation Wealth Partners first reported a position in Polaris in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Polaris position peaked at $39.1K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.