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GAMMA Investing’s Polaris PII Stock Holding History

GAMMA Investing’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 		$555K Sell
10,651
-485
-4% -$31.3K 0.02% 652
2026
Q2 		$762K Sell
11,136
-325
-3% -$20.9K 0.03% 489
2026
Q1 		$625K Sell
11,461
-1,574
-12% -$98.6K 0.03% 491
2025
Q4 		$824K Buy
13,035
+433
+3% +$28.5K 0.04% 382
2025
Q3 		$733K Buy
12,602
+2,382
+23% +$128K 0.04% 387
2025
Q2 		$415K Buy
10,220
+4,124
+68% +$155K 0.03% 544
2025
Q1 		$250K Buy
6,096
+5,128
+530% +$244K 0.02% 668
2024
Q4 		$55.8K Buy
968
+677
+233% +$47.1K ﹤0.01% 1567
2024
Q3 		$24.2K Buy
291
+188
+183% +$15.3K ﹤0.01% 1993
2024
Q2 		$8.07K Buy
103
+27
+36% +$2.29K ﹤0.01% 2359
2024
Q1 		$7.61K Buy
76
+7
+10% +$643 ﹤0.01% 2196
2023
Q4 		$6.21K Buy
+69
New +$6.32K ﹤0.01% 2137

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

GAMMA Investing's PII Position: Q3 2026 in Review

GAMMA Investing reduced its Polaris (PII) stake by 4.4% in Q3 2026, selling an estimated $31.3K and leaving 10,651 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #652.

GAMMA Investing first reported a position in PII in Q4 2023 and has held it in 12 quarters since. The position peaked at $824K in Q4 2025. 15 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • GAMMA Investing held 10,651 shares of Polaris worth $555K as of Q3 2026.
  • GAMMA Investing sold 485 Polaris shares in Q3 2026, an estimated $31.3K.
  • Polaris made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #652 holding.
  • GAMMA Investing first reported a position in Polaris in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Polaris position peaked at $824K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.