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Linden Thomas Advisory Services’s Polaris PII Stock Holding History

Linden Thomas 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 		$452K Sell
6,599
-9
-0.1% -$580 0.04% 419
2026
Q1 		$360K Sell
6,608
-1,326
-17% -$83K 0.03% 411
2025
Q4 		$502K Sell
7,934
-307
-4% -$20.2K 0.05% 389
2025
Q3 		$479K Buy
8,241
+227
+3% +$12.2K 0.05% 390
2025
Q2 		$326K Buy
8,014
+30
+0.4% +$1.13K 0.04% 406
2025
Q1 		$327K Buy
7,984
+379
+5% +$18K 0.04% 409
2024
Q4 		$438K Sell
7,605
-74
-1% -$5.15K 0.06% 397
2024
Q3 		$639K Buy
7,679
+202
+3% +$16.4K 0.09% 347
2024
Q2 		$586K Buy
7,477
+172
+2% +$14.6K 0.09% 339
2024
Q1 		$731K Buy
7,305
+445
+6% +$40.9K 0.12% 308
2023
Q4 		$650K Buy
6,860
+75
+1% +$6.87K 0.12% 304
2023
Q3 		$707K Sell
6,785
-223
-3% -$26.5K 0.16% 273
2023
Q2 		$847K Buy
7,008
+283
+4% +$31.3K 0.19% 221
2023
Q1 		$744K Buy
6,725
+1,432
+27% +$159K 0.18% 221
2022
Q4 		$535K Buy
+5,293
New +$551K 0.15% 241

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
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
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
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Linden Thomas Advisory Services's PII Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its Polaris (PII) stake by 0.14% in Q2 2026, selling an estimated $580 and leaving 6,599 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #419.

Linden Thomas Advisory Services first reported a position in PII in Q4 2022 and has held it in 15 quarters since. The position peaked at $847K in Q2 2023. 100 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Linden Thomas Advisory Services held 6,599 shares of Polaris worth $452K as of Q2 2026.
  • Linden Thomas Advisory Services sold 9 Polaris shares in Q2 2026, an estimated $580.
  • Polaris made up 0.04% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #419 holding.
  • Linden Thomas Advisory Services first reported a position in Polaris in Q4 2022 and has held it in 15 quarters since.
  • Linden Thomas Advisory Services's Polaris position peaked at $847K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.