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Farther Finance Advisors’s Polaris PII Stock Holding History

Farther Finance 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
Q3 		$189K Buy
3,619
+285
+9% +$18.4K ﹤0.01% 2345
2026
Q2 		$229K Sell
3,334
-189
-5% -$12.2K ﹤0.01% 2154
2026
Q1 		$193K Sell
3,523
-151
-4% -$9.46K ﹤0.01% 2045
2025
Q4 		$232K Buy
3,674
+2,676
+268% +$176K ﹤0.01% 1815
2025
Q3 		$58K Buy
998
+238
+31% +$12.8K ﹤0.01% 2358
2025
Q2 		$30.9K Buy
760
+97
+15% +$3.66K ﹤0.01% 2399
2025
Q1 		$27.4K Sell
663
-527
-44% -$25.1K ﹤0.01% 2214
2024
Q4 		$68.6K Sell
1,190
-278
-19% -$19.3K ﹤0.01% 1491
2024
Q3 		$122K Buy
1,468
+29
+2% +$2.36K ﹤0.01% 1213
2024
Q2 		$108K Sell
1,439
-17
-1% -$1.44K 0.01% 1105
2024
Q1 		$144K Buy
1,456
+1,182
+431% +$109K 0.01% 811
2023
Q4 		$26K Buy
274
+24
+10% +$2.2K ﹤0.01% 1254
2023
Q3 		$26K Hold
250
– – ﹤0.01% 1007
2023
Q2 		$30.2K Buy
250
+104
+71% +$11.5K 0.01% 858
2023
Q1 		$16.2K Buy
146
+4
+3% +$443 ﹤0.01% 967
2022
Q4 		$14.3K Buy
+142
New +$14.8K 0.01% 835

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's PII Position: Q3 2026 in Review

Farther Finance Advisors increased its Polaris (PII) stake by 8.5% in Q3 2026, buying an estimated $18.4K and bringing the position to 3,619 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Farther Finance Advisors first reported a position in PII in Q4 2022 and has held it in 16 quarters since. The position peaked at $232K in Q4 2025. 15 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Farther Finance Advisors held 3,619 shares of Polaris worth $189K as of Q3 2026.
  • Farther Finance Advisors bought 285 Polaris shares in Q3 2026, an estimated $18.4K.
  • Polaris made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2345 holding.
  • Farther Finance Advisors first reported a position in Polaris in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Polaris position peaked at $232K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.