NBC Securities’s Polaris PII Stock Holding History

NBC Securities’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	$4.45K	Sell	65 -30	-32%	-$1.93K	﹤0.01%	2100
2026 Q1	$5.18K	Hold	95	–	–	﹤0.01%	2100
2025 Q4	$6.01K	Buy	+95	New	+$6.25K	﹤0.01%	2157
2025 Q1	–	Sell	-4	Closed	-$239	–	2137
2024 Q4	$239	Sell	4 -3,756	-100%	-$261K	0.02%	697
2024 Q3	$312K	Sell	3,760 -1,415	-27%	-$115K	0.03%	637
2024 Q2	$405K	Buy	5,175 +224	+5%	+$19K	0.04%	518
2024 Q1	$495K	Sell	4,951 -17	-0.3%	-$1.56K	0.05%	441
2023 Q4	$470K	Sell	4,968 -4	-0.1%	-$366	0.05%	437
2023 Q3	$517K	Buy	+4,972	New	+$591K	0.06%	375

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NBC Securities's PII Position: Q2 2026 in Review

NBC Securities reduced its Polaris (PII) stake by 32% in Q2 2026, selling an estimated $1.93K and leaving 65 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

NBC Securities first reported a position in PII in Q3 2023 and has held it in 9 quarters since. The position peaked at $517K in Q3 2023. 78 funds tracked by Wall St. Rank hold PII as of Q2 2026.

NBC Securities held 65 shares of Polaris worth $4.45K as of Q2 2026.
NBC Securities sold 30 Polaris shares in Q2 2026, an estimated $1.93K.
Polaris made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2100 holding.
NBC Securities first reported a position in Polaris in Q3 2023 and has held it in 9 quarters since.
NBC Securities's Polaris position peaked at $517K in Q3 2023.
78 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.