Heritage Wealth Architects
PII icon

Heritage Wealth Architects’s Polaris PII Stock Holding History

Heritage Wealth Architects’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 		$949K Buy
17,673
+10
+0.1% +$646 0.39% 30
2026
Q2 		$1.18M Buy
17,663
+779
+5% +$50.2K 0.47% 30
2026
Q1 		$1.12M Buy
16,884
+24
+0.1% +$1.5K 0.47% 30
2025
Q4 		$1.16M Sell
16,860
-84
-0.5% -$5.53K 0.54% 28
2025
Q3 		$985K Buy
16,944
+29
+0.2% +$1.56K 0.61% 28
2025
Q2 		$688K Sell
16,915
-254
-1% -$9.6K 0.51% 31
2025
Q1 		$703K Buy
+17,169
New +$817K 0.68% 22

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Heritage Wealth Architects's PII Position: Q3 2026 in Review

Heritage Wealth Architects increased its Polaris (PII) stake by 0.06% in Q3 2026, buying an estimated $646 and bringing the position to 17,673 shares worth $949K. The position accounts for 0.39% of the portfolio, ranked #30.

Heritage Wealth Architects first reported a position in PII in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2026. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Heritage Wealth Architects held 17,673 shares of Polaris worth $949K as of Q3 2026.
  • Heritage Wealth Architects bought 10 Polaris shares in Q3 2026, an estimated $646.
  • Polaris made up 0.39% of Heritage Wealth Architects's portfolio in Q3 2026, its #30 holding.
  • Heritage Wealth Architects first reported a position in Polaris in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's Polaris position peaked at $1.18M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.