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IFP Advisors’s Polaris PII Stock Holding History

IFP Advisors’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
2018
Q1 		– Sell
-200
Closed -$25K – 3811
2017
Q4 		$25K Hold
200
– – ﹤0.01% 2278
2017
Q3 		$21K Buy
+200
New +$18.9K ﹤0.01% 2566
2016
Q4 		– Sell
-100
Closed -$8K – 4090
2016
Q3 		$8K Buy
+100
New +$8.69K ﹤0.01% 2985

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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

IFP Advisors's PII Position: Q2 2026 in Review

IFP Advisors held its Polaris (PII) position steady in Q2 2026 at 486 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

IFP Advisors first reported a position in PII in Q4 2015 and has held it in 42 quarters since. The position peaked at $340K in Q1 2018. 100 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • IFP Advisors held 486 shares of Polaris worth $33.3K as of Q2 2026.
  • IFP Advisors left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2649 holding.
  • IFP Advisors first reported a position in Polaris in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Polaris position peaked at $340K in Q1 2018.
  • 100 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.