Frank Rimerman Advisors’s Polaris PII Stock Holding History

Frank Rimerman 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	$680K	Sell	13,043 -108	-0.8%	-$6.97K	0.04%	338
2026 Q2	$900K	Buy	13,151 +108	+0.8%	+$6.96K	0.05%	276
2026 Q1	$711K	Buy	13,043 +422	+3%	+$26.4K	0.05%	313
2025 Q4	$798K	Buy	12,621 +6	+0%	+$395	0.05%	277
2025 Q3	$733K	Sell	12,615 -2,319	-16%	-$125K	0.05%	282
2025 Q2	$607K	Buy	+14,934	New	+$563K	0.04%	305

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Frank Rimerman Advisors's PII Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Polaris (PII) stake by 0.82% in Q3 2026, selling an estimated $6.97K and leaving 13,043 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #338.

Frank Rimerman Advisors first reported a position in PII in Q2 2025 and has held it in 6 quarters since. The position peaked at $900K in Q2 2026. 57 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Frank Rimerman Advisors held 13,043 shares of Polaris worth $680K as of Q3 2026.
Frank Rimerman Advisors sold 108 Polaris shares in Q3 2026, an estimated $6.97K.
Polaris made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #338 holding.
Frank Rimerman Advisors first reported a position in Polaris in Q2 2025 and has held it in 6 quarters since.
Frank Rimerman Advisors's Polaris position peaked at $900K in Q2 2026.
57 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.