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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
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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

GAMMA Investing's PII Position: Q2 2026 in Review

GAMMA Investing reduced its Polaris (PII) stake by 2.8% in Q2 2026, selling an estimated $20.9K and leaving 11,136 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #489.

GAMMA Investing first reported a position in PII in Q4 2023 and has held it in 11 quarters since. The position peaked at $824K in Q4 2025. 69 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • GAMMA Investing held 11,136 shares of Polaris worth $762K as of Q2 2026.
  • GAMMA Investing sold 325 Polaris shares in Q2 2026, an estimated $20.9K.
  • Polaris made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #489 holding.
  • GAMMA Investing first reported a position in Polaris in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Polaris position peaked at $824K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.