HPM
PII icon

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
Q3 		– Sell
-3,068
Closed -$210K – 236
2026
Q2 		$210K Buy
+3,068
New +$198K 0.05% 222

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Hoxton Planning & Management's PII Position: Q3 2026 in Review

Hoxton Planning & Management sold out of Polaris (PII) in Q3 2026, closing a stake of 3,068 shares — an estimated $210K sold.

Hoxton Planning & Management first reported a position in PII in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 51 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Hoxton Planning & Management reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 3,068 Polaris shares in Q3 2026, an estimated $210K.
  • Hoxton Planning & Management first reported a position in Polaris in Q2 2026 and held it in 1 quarter.
  • Hoxton Planning & Management's Polaris position peaked at $210K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.