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Kestra Advisory Services’s Polaris PII Stock Holding History

Kestra Advisory Services’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 		$295K Sell
4,308
-2,063
-32% -$133K ﹤0.01% 2788
2026
Q1 		$347K Buy
6,371
+1,131
+22% +$70.8K ﹤0.01% 2502
2025
Q4 		$331K Sell
5,240
-1,060
-17% -$69.8K ﹤0.01% 2458
2025
Q3 		$366K Buy
+6,300
New +$340K ﹤0.01% 2292
2024
Q4 		– Sell
-2,686
Closed -$224K – 2781
2024
Q3 		$224K Sell
2,686
-531
-17% -$43.1K ﹤0.01% 2296
2024
Q2 		$224K Sell
3,217
-3,025
-48% -$256K ﹤0.01% 2326
2024
Q1 		$625K Buy
6,242
+2,269
+57% +$208K ﹤0.01% 1517
2023
Q4 		$377K Buy
3,973
+879
+28% +$80.5K ﹤0.01% 1699
2023
Q3 		$322K Buy
3,094
+556
+22% +$66.1K ﹤0.01% 1619
2023
Q2 		$307K Sell
2,538
-138
-5% -$15.3K ﹤0.01% 1592
2023
Q1 		$296K Sell
2,676
-1,412
-35% -$156K ﹤0.01% 1570
2022
Q4 		$413K Buy
4,088
+328
+9% +$34.2K ﹤0.01% 1523
2022
Q3 		$360K Buy
3,760
+657
+21% +$73.7K ﹤0.01% 1501
2022
Q2 		$308K Buy
3,103
+313
+11% +$32.4K ﹤0.01% 1602
2022
Q1 		$294K Buy
2,790
+182
+7% +$20.7K ﹤0.01% 1607
2021
Q4 		$287K Buy
2,608
+12
+0.5% +$1.41K ﹤0.01% 1627
2021
Q3 		$311K Buy
2,596
+617
+31% +$78.4K ﹤0.01% 1643
2021
Q2 		$271K Buy
1,979
+337
+21% +$45.7K ﹤0.01% 1634
2021
Q1 		$219K Sell
1,642
-1,334
-45% -$163K ﹤0.01% 1678
2020
Q4 		$288K Buy
+2,976
New +$285K ﹤0.01% 1494

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

Kestra Advisory Services's PII Position: Q2 2026 in Review

Kestra Advisory Services reduced its Polaris (PII) stake by 32% in Q2 2026, selling an estimated $133K and leaving 4,308 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Kestra Advisory Services first reported a position in PII in Q4 2020 and has held it in 20 quarters since. The position peaked at $625K in Q1 2024. 129 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Kestra Advisory Services held 4,308 shares of Polaris worth $295K as of Q2 2026.
  • Kestra Advisory Services sold 2,063 Polaris shares in Q2 2026, an estimated $133K.
  • Polaris made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2788 holding.
  • Kestra Advisory Services first reported a position in Polaris in Q4 2020 and has held it in 20 quarters since.
  • Kestra Advisory Services's Polaris position peaked at $625K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.