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Greenleaf Trust’s Polaris PII Stock Holding History

Greenleaf Trust’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 		$215K Buy
+3,139
New +$202K ﹤0.01% 812
2017
Q1 		– Sell
-73,425
Closed -$6.05M – 327
2016
Q4 		$6.05M Sell
73,425
-42,196
-36% -$3.44M 0.16% 46
2016
Q3 		$8.95M Sell
115,621
-5,194
-4% -$451K 0.24% 30
2016
Q2 		$9.88M Sell
120,815
-11,830
-9% -$1.05M 0.25% 27
2016
Q1 		$13.1M Buy
132,645
+7,275
+6% +$631K 0.36% 19
2015
Q4 		$10.8M Buy
+125,370
New +$13.3M 0.33% 29

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greenleaf Trust's PII Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Polaris (PII) in Q2 2026: 3,139 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in PII as recently as Q4 2016.

Greenleaf Trust first reported a position in PII in Q4 2015 and has held it in 6 quarters since. The position peaked at $13.1M in Q1 2016. 141 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Greenleaf Trust held 3,139 shares of Polaris worth $215K as of Q2 2026.
  • Polaris was a new Greenleaf Trust position in Q2 2026.
  • Polaris made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #812 holding.
  • Greenleaf Trust first reported a position in Polaris in Q4 2015 and has held it in 6 quarters since.
  • Greenleaf Trust's Polaris position peaked at $13.1M in Q1 2016.
  • 141 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.