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 Q3	$22.1K	Hold	424	–	–	0.01%	134
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Hoese & Co's PII Position: Q3 2026 in Review

Hoese & Co held its Polaris (PII) position steady in Q3 2026 at 424 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #134.

Hoese & Co first reported a position in PII in Q4 2021 and has held it in 20 quarters since. The position peaked at $29K in Q2 2026. 244 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Hoese & Co held 424 shares of Polaris worth $22.1K as of Q3 2026.
Hoese & Co left its Polaris share count unchanged in Q3 2026.
Polaris made up 0.01% of Hoese & Co's portfolio in Q3 2026, its #134 holding.
Hoese & Co first reported a position in Polaris in Q4 2021 and has held it in 20 quarters since.
Hoese & Co's Polaris position peaked at $29K in Q2 2026.
244 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.