Hoese & Co’s Polaris PII Stock Holding History

Hoese & 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	$29K	Buy	424 +400	+1,667%	+$25.8K	0.02%	134
2026 Q1	$1.31K	Hold	24	–	–	﹤0.01%	135
2025 Q4	$1.52K	Hold	24	–	–	﹤0.01%	135
2025 Q3	$1.39K	Hold	24	–	–	﹤0.01%	124
2025 Q2	$974	Hold	24	–	–	﹤0.01%	153
2025 Q1	$982	Hold	24	–	–	﹤0.01%	152
2024 Q4	$1.38K	Hold	24	–	–	﹤0.01%	165
2024 Q3	$2K	Hold	24	–	–	﹤0.01%	167
2024 Q2	$2.01K	Hold	24	–	–	﹤0.01%	145
2024 Q1	$2.22K	Hold	24	–	–	﹤0.01%	137
2023 Q4	$1.98K	Hold	24	–	–	﹤0.01%	146
2023 Q3	$2.5K	Hold	24	–	–	﹤0.01%	158
2023 Q2	$2.9K	Hold	24	–	–	﹤0.01%	165
2023 Q1	$2.73K	Hold	24	–	–	﹤0.01%	164
2022 Q4	$3K	Hold	24	–	–	﹤0.01%	170
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	191
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	194
2022 Q1	$3K	Hold	24	–	–	﹤0.01%	193
2021 Q4	$3K	Buy	+24	New	+$2.83K	﹤0.01%	197

Other funds holding PII

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

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

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return