HPM
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Hoxton Planning & Management’s Polaris PII Stock Holding History

Hoxton Planning & Management’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 		$210K Buy
+3,068
New +$198K 0.05% 222

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hoxton Planning & Management's PII Position: Q2 2026 in Review

Hoxton Planning & Management opened a new position in Polaris (PII) in Q2 2026: 3,068 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings.

77 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Hoxton Planning & Management held 3,068 shares of Polaris worth $210K as of Q2 2026.
  • Polaris was a new Hoxton Planning & Management position in Q2 2026.
  • Polaris made up 0.05% of Hoxton Planning & Management's portfolio in Q2 2026, its #222 holding.
  • 77 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.