KIG
PII icon

Kessler Investment Group’s Polaris PII Stock Holding History

Kessler Investment Group’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 		$261K Sell
5,009
-21
-0.4% -$1.36K 0.13% 72
2026
Q2 		$344K Buy
5,030
+70
+1% +$4.51K 0.15% 65
2026
Q1 		$270K Buy
4,960
+47
+1% +$2.94K 0.13% 73
2025
Q4 		$311K Buy
+4,913
New +$323K 0.13% 75

Other funds holding PII

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Kessler Investment Group's PII Position: Q3 2026 in Review

Kessler Investment Group reduced its Polaris (PII) stake by 0.42% in Q3 2026, selling an estimated $1.36K and leaving 5,009 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #72.

Kessler Investment Group first reported a position in PII in Q4 2025 and has held it in 4 quarters since. The position peaked at $344K in Q2 2026. 15 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Kessler Investment Group held 5,009 shares of Polaris worth $261K as of Q3 2026.
  • Kessler Investment Group sold 21 Polaris shares in Q3 2026, an estimated $1.36K.
  • Polaris made up 0.13% of Kessler Investment Group's portfolio in Q3 2026, its #72 holding.
  • Kessler Investment Group first reported a position in Polaris in Q4 2025 and has held it in 4 quarters since.
  • Kessler Investment Group's Polaris position peaked at $344K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Kessler Investment Group's 13F filing for Q3 2026, filed 8 Oct 2026.