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HM Payson & Co’s Polaris PII Stock Holding History

HM Payson & Co’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 		$1.13M Sell
16,542
-1,500
-8% -$96.6K 0.02% 221
2026
Q1 		$983K Sell
18,042
-180
-1% -$11.3K 0.01% 229
2025
Q4 		$1.15M Sell
18,222
-363
-2% -$23.9K 0.02% 202
2025
Q3 		$1.08M Sell
18,585
-933
-5% -$50.3K 0.02% 215
2025
Q2 		$793K Sell
19,518
-12,567
-39% -$474K 0.01% 236
2025
Q1 		$1.31M Sell
32,085
-21,561
-40% -$1.03M 0.02% 184
2024
Q4 		$3.09M Sell
53,646
-425
-0.8% -$29.6K 0.05% 132
2024
Q3 		$4.5M Sell
54,071
-1,102
-2% -$89.5K 0.08% 114
2024
Q2 		$4.32M Sell
55,173
-2,040
-4% -$173K 0.08% 113
2024
Q1 		$5.73M Sell
57,213
-8,868
-13% -$814K 0.11% 101
2023
Q4 		$6.26M Sell
66,081
-212,122
-76% -$19.4M 0.13% 94
2023
Q3 		$29M Sell
278,203
-19,432
-7% -$2.31M 0.68% 46
2023
Q2 		$36M Sell
297,635
-17,949
-6% -$1.98M 0.81% 39
2023
Q1 		$34.9M Buy
315,584
+3,781
+1% +$419K 0.84% 40
2022
Q4 		$31.5M Buy
311,803
+58,303
+23% +$6.07M 0.78% 42
2022
Q3 		$24.2M Buy
253,500
+18,478
+8% +$2.07M 0.67% 46
2022
Q2 		$23.3M Buy
235,022
+1,119
+0.5% +$116K 0.6% 49
2022
Q1 		$24.6M Sell
233,903
-52,359
-18% -$5.97M 0.56% 53
2021
Q4 		$31.5M Sell
286,262
-35,641
-11% -$4.2M 0.68% 44
2021
Q3 		$38.5M Buy
321,903
+12,394
+4% +$1.58M 0.94% 35
2021
Q2 		$42.4M Buy
309,509
+25,911
+9% +$3.51M 1.03% 33
2021
Q1 		$37.9M Buy
283,598
+5,209
+2% +$635K 1.01% 36
2020
Q4 		$26.5M Buy
278,389
+209,586
+305% +$20.1M 0.73% 40
2020
Q3 		$6.49M Sell
68,803
-499
-0.7% -$49.1K 0.2% 90
2020
Q2 		$6.41M Sell
69,302
-1,668
-2% -$127K 0.22% 84
2020
Q1 		$3.42M Sell
70,970
-10,965
-13% -$899K 0.13% 96
2019
Q4 		$8.33M Sell
81,935
-9,230
-10% -$896K 0.27% 75
2019
Q3 		$8.02M Sell
91,165
-105,088
-54% -$9.11M 0.28% 75
2019
Q2 		$17.9M Sell
196,253
-6,560
-3% -$597K 0.64% 52
2019
Q1 		$17.1M Buy
+202,813
New +$17.2M 0.65% 56
2018
Q4 		– Sell
-80,832
Closed -$8.16M – 270
2018
Q3 		$8.16M Sell
80,832
-6,600
-8% -$737K 0.37% 61
2018
Q2 		$10.7M Sell
87,432
-1,775
-2% -$208K 0.46% 58
2018
Q1 		$10.2M Sell
89,207
-300
-0.3% -$36.1K 0.42% 64
2017
Q4 		$11.1M Sell
89,507
-210
-0.2% -$24.9K 0.45% 59
2017
Q3 		$9.39M Sell
89,717
-3,177
-3% -$301K 0.4% 64
2017
Q2 		$8.57M Sell
92,894
-64,395
-41% -$5.52M 0.39% 64
2017
Q1 		$13.2M Sell
157,289
-4,653
-3% -$401K 0.6% 53
2016
Q4 		$13.3M Sell
161,942
-18,233
-10% -$1.49M 0.64% 54
2016
Q3 		$14M Sell
180,175
-14,125
-7% -$1.23M 0.68% 54
2016
Q2 		$15.9M Buy
194,300
+4,529
+2% +$401K 0.79% 48
2016
Q1 		$18.7M Sell
189,771
-24,093
-11% -$2.09M 0.97% 31
2015
Q4 		$18.4M Buy
213,864
+45,961
+27% +$4.87M 0.94% 30
2015
Q3 		$20.1M Buy
167,903
+7,786
+5% +$1.06M 1.09% 27
2015
Q2 		$23.7M Buy
160,117
+6,303
+4% +$907K 1.18% 28
2015
Q1 		$21.7M Sell
153,814
-357
-0.2% -$52.6K 1.08% 32
2014
Q4 		$23.3M Buy
154,171
+2,710
+2% +$406K 1.15% 29
2014
Q3 		$22.7M Sell
151,461
-6,629
-4% -$958K 1.16% 27
2014
Q2 		$20.6M Sell
158,090
-2,220
-1% -$294K 1.06% 30
2014
Q1 		$22.4M Sell
160,310
-5,127
-3% -$692K 1.19% 25
2013
Q4 		$24.1M Sell
165,437
-4,590
-3% -$614K 1.29% 23
2013
Q3 		$22M Sell
170,027
-101
-0.1% -$11.3K 1.27% 23
2013
Q2 		$16.2M Buy
+170,128
New +$15.4M 0.97% 34

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

HM Payson & Co's PII Position: Q2 2026 in Review

HM Payson & Co reduced its Polaris (PII) stake by 8.3% in Q2 2026, selling an estimated $96.6K and leaving 16,542 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #221.

HM Payson & Co first reported a position in PII in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.4M in Q2 2021. 56 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • HM Payson & Co held 16,542 shares of Polaris worth $1.13M as of Q2 2026.
  • HM Payson & Co sold 1,500 Polaris shares in Q2 2026, an estimated $96.6K.
  • Polaris made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #221 holding.
  • HM Payson & Co first reported a position in Polaris in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's Polaris position peaked at $42.4M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.