Evergreen Capital Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$261K Buy
4,998
+2,056
+70% +$133K ﹤0.01% 1238
2026
Q2
$201K Buy
+2,942
New +$190K ﹤0.01% 1465
2025
Q2
– Sell
-5,480
Closed -$224K – 1220
2025
Q1
$224K Buy
+5,480
New +$261K 0.01% 928

Other funds holding PII

Evergreen Capital Management's PII Position: Q3 2026 in Review

Evergreen Capital Management increased its Polaris (PII) stake by 70% in Q3 2026, buying an estimated $133K and bringing the position to 4,998 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Evergreen Capital Management first reported a position in PII in Q1 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Evergreen Capital Management held 4,998 shares of Polaris worth $261K as of Q3 2026.
  • Evergreen Capital Management bought 2,056 Polaris shares in Q3 2026, an estimated $133K.
  • Polaris made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1238 holding.
  • Evergreen Capital Management first reported a position in Polaris in Q1 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.