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Essential Partners’s Polaris PII Stock Holding History

Essential 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 		$60K Sell
1,150
-64
-5% -$4.13K 0.03% 564
2026
Q2 		$83.1K Buy
1,214
+63
+5% +$4.06K 0.04% 468
2026
Q1 		$62.7K Sell
1,151
-2
-0.2% -$125 0.02% 541
2025
Q4 		$72.9K Buy
1,153
+2
+0.2% +$132 0.02% 519
2025
Q3 		$66.9K Hold
1,151
– – 0.02% 529
2025
Q2 		$46.8K Buy
+1,151
New +$43.4K 0.02% 491

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's PII Position: Q3 2026 in Review

Essential Partners reduced its Polaris (PII) stake by 5.3% in Q3 2026, selling an estimated $4.13K and leaving 1,150 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #564.

Essential Partners first reported a position in PII in Q2 2025 and has held it in 6 quarters since. The position peaked at $83.1K in Q2 2026. 42 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Essential Partners held 1,150 shares of Polaris worth $60K as of Q3 2026.
  • Essential Partners sold 64 Polaris shares in Q3 2026, an estimated $4.13K.
  • Polaris made up 0.03% of Essential Partners's portfolio in Q3 2026, its #564 holding.
  • Essential Partners first reported a position in Polaris in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Polaris position peaked at $83.1K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.