Kennebec Savings Bank’s Polaris PII Stock Holding History

Kennebec Savings Bank’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	$6.84K	Hold	100	–	–	0.01%	248
2026 Q1	$5.45K	Hold	100	–	–	﹤0.01%	214
2025 Q4	$6.33K	Hold	100	–	–	0.01%	219
2025 Q3	$5.81K	Hold	100	–	–	0.01%	232
2025 Q2	$4.07K	Hold	100	–	–	﹤0.01%	236
2025 Q1	$4.09K	Hold	100	–	–	﹤0.01%	237
2024 Q4	$5.56K	Hold	100	–	–	0.01%	228
2024 Q3	$8.32K	Buy	+100	New	+$8.12K	0.01%	232

Other funds holding PII

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

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 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

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return