Investors Research Corp’s Polaris PII Stock Holding History

Investors Research Corp’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	$818K	Sell	11,948 -234	-2%	-$15.1K	0.15%	120
2026 Q1	$664K	Buy	12,182 +120	+1%	+$7.52K	0.13%	145
2025 Q4	$763K	Sell	12,062 -375	-3%	-$24.7K	0.14%	137
2025 Q3	$723K	Hold	12,437	–	–	0.13%	157
2025 Q2	$506K	Hold	12,437	–	–	0.1%	199
2025 Q1	$509K	Hold	12,437	–	–	0.11%	188
2024 Q4	$717K	Hold	12,437	–	–	0.16%	154
2024 Q3	$1.04M	Buy	12,437 +75	+0.6%	+$6.09K	0.23%	100
2024 Q2	$968K	Buy	12,362 +12,275	+14,109%	+$1.04M	0.23%	99
2024 Q1	$8.71K	Hold	87	–	–	﹤0.01%	737
2023 Q4	$8.24K	Hold	87	–	–	﹤0.01%	767
2023 Q3	$9.06K	Hold	87	–	–	﹤0.01%	759
2023 Q2	$10.5K	Hold	87	–	–	﹤0.01%	745
2023 Q1	$9.63K	Hold	87	–	–	﹤0.01%	780
2022 Q4	$8.79K	Hold	87	–	–	﹤0.01%	786
2022 Q3	$8K	Hold	87	–	–	﹤0.01%	785
2022 Q2	$9K	Hold	87	–	–	﹤0.01%	772
2022 Q1	$9K	Hold	87	–	–	﹤0.01%	779
2021 Q4	$10K	Hold	87	–	–	﹤0.01%	773
2021 Q3	$10K	Hold	87	–	–	﹤0.01%	784
2021 Q2	$12K	Hold	87	–	–	﹤0.01%	750
2021 Q1	$12K	Hold	87	–	–	﹤0.01%	753
2020 Q4	$8K	Hold	87	–	–	﹤0.01%	889
2020 Q3	$8K	Hold	87	–	–	﹤0.01%	865
2020 Q2	$8K	Hold	87	–	–	﹤0.01%	849
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	940
2019 Q4	$9K	Hold	87	–	–	﹤0.01%	866
2019 Q3	$8K	Hold	87	–	–	﹤0.01%	883
2019 Q2	$8K	Hold	87	–	–	﹤0.01%	838
2019 Q1	$7K	Buy	+87	New	+$7.38K	﹤0.01%	831

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

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

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