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Mitchell & Pahl Private Wealth’s Polaris PII Stock Holding History

Mitchell & Pahl Private Wealth’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 		$839K Buy
16,094
+1,331
+9% +$85.9K 0.3% 103
2026
Q2 		$1.01M Buy
14,763
+478
+3% +$30.8K 0.37% 89
2026
Q1 		$779K Buy
14,285
+481
+3% +$30.1K 0.32% 105
2025
Q4 		$873K Sell
13,804
-143
-1% -$9.42K 0.36% 99
2025
Q3 		$811K Buy
13,947
+417
+3% +$22.5K 0.34% 102
2025
Q2 		$550K Buy
13,530
+2,370
+21% +$89.3K 0.24% 126
2025
Q1 		$457K Buy
11,160
+801
+8% +$38.1K 0.21% 127
2024
Q4 		$597K Buy
10,359
+989
+11% +$68.8K 0.28% 114
2024
Q3 		$780K Buy
9,370
+354
+4% +$28.8K 0.36% 103
2024
Q2 		$706K Buy
9,016
+301
+3% +$25.5K 0.37% 98
2024
Q1 		$873K Buy
8,715
+983
+13% +$90.3K 0.46% 82
2023
Q4 		$733K Sell
7,732
-488
-6% -$44.7K 0.42% 92
2023
Q3 		$856K Buy
8,220
+752
+10% +$89.3K 0.51% 69
2023
Q2 		$903K Buy
7,468
+136
+2% +$15K 0.55% 63
2023
Q1 		$811K Sell
7,332
-30
-0.4% -$3.32K 0.51% 67
2022
Q4 		$744K Buy
7,362
+57
+0.8% +$5.94K 0.49% 78
2022
Q3 		$699K Sell
7,305
-479
-6% -$53.7K 0.52% 73
2022
Q2 		$773K Buy
7,784
+780
+11% +$80.8K 0.54% 69
2022
Q1 		$738K Buy
7,004
+1,071
+18% +$122K 0.47% 77
2021
Q4 		$652K Buy
5,933
+381
+7% +$44.9K 0.42% 77
2021
Q3 		$664K Buy
5,552
+147
+3% +$18.7K 0.48% 75
2021
Q2 		$740K Buy
5,405
+407
+8% +$55.2K 0.53% 68
2021
Q1 		$667K Buy
4,998
+376
+8% +$45.8K 0.52% 68
2020
Q4 		$440K Buy
+4,622
New +$442K 0.37% 85

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PII Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Polaris (PII) stake by 9% in Q3 2026, buying an estimated $85.9K and bringing the position to 16,094 shares worth $839K. The position accounts for 0.3% of the portfolio, ranked #103.

Mitchell & Pahl Private Wealth first reported a position in PII in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q2 2026. 45 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 16,094 shares of Polaris worth $839K as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,331 Polaris shares in Q3 2026, an estimated $85.9K.
  • Polaris made up 0.3% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #103 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Polaris in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Polaris position peaked at $1.01M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.