HHM Wealth Advisors’s Polaris PII Stock Holding History

HHM Wealth 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 Q2	$6.86K	Hold	100	–	–	﹤0.01%	683
2026 Q1	$5.47K	Hold	100	–	–	﹤0.01%	708
2025 Q4	$6.34K	Hold	100	–	–	﹤0.01%	675
2025 Q3	$5.83K	Hold	100	–	–	﹤0.01%	707
2025 Q2	$4.08K	Hold	100	–	–	﹤0.01%	707
2025 Q1	$4.11K	Hold	100	–	–	﹤0.01%	685
2024 Q4	$5.78K	Hold	100	–	–	﹤0.01%	667
2024 Q3	$8.35K	Hold	100	–	–	﹤0.01%	587
2024 Q2	$7.85K	Hold	100	–	–	﹤0.01%	587
2024 Q1	$10K	Hold	100	–	–	﹤0.01%	519
2023 Q4	$9.51K	Hold	100	–	–	﹤0.01%	525
2023 Q3	$10.4K	Hold	100	–	–	﹤0.01%	496
2023 Q2	$12.1K	Hold	100	–	–	﹤0.01%	496
2023 Q1	$11.1K	Hold	100	–	–	﹤0.01%	507
2022 Q4	$10.1K	Hold	100	–	–	﹤0.01%	447
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	442
2022 Q2	$10K	Sell	100 -900	-90%	-$93.2K	﹤0.01%	545
2022 Q1	$105K	Hold	1,000	–	–	0.02%	215
2021 Q4	$110K	Buy	+1,000	New	+$118K	0.03%	208

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

HHM Wealth Advisors's PII Position: Q2 2026 in Review

HHM Wealth Advisors held its Polaris (PII) position steady in Q2 2026 at 100 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

HHM Wealth Advisors first reported a position in PII in Q4 2021 and has held it in 19 quarters since. The position peaked at $110K in Q4 2021. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

HHM Wealth Advisors held 100 shares of Polaris worth $6.86K as of Q2 2026.
HHM Wealth Advisors left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #683 holding.
HHM Wealth Advisors first reported a position in Polaris in Q4 2021 and has held it in 19 quarters since.
HHM Wealth Advisors's Polaris position peaked at $110K in Q4 2021.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.