Kentucky Trust Company’s Polaris PII Stock Holding History

Kentucky Trust Company’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	$13.7K	Hold	200	–	–	0.01%	237
2026 Q1	$10.9K	Hold	200	–	–	0.01%	251
2025 Q4	$12.7K	Hold	200	–	–	0.01%	233
2025 Q3	$11.6K	Buy	200 +100	+100%	+$5.39K	0.01%	238
2025 Q2	$4.07K	Buy	+100	New	+$3.77K	﹤0.01%	275

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return