NWM
PII icon

Northwest Wealth Management’s Polaris PII Stock Holding History

Northwest Wealth Management’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
2025
Q4 		– Sell
-200
Closed -$185 – 262
2025
Q3 		$185 Buy
+200
New +$10.8K ﹤0.01% 221

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Northwest Wealth Management's PII Position: Q2 2026 in Review

Northwest Wealth Management increased its Polaris (PII) stake by 42% in Q2 2026, buying an estimated $156K and bringing the position to 8,127 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #115.

Northwest Wealth Management first reported a position in PII in Q4 2016 and has held it in 37 quarters since. The position peaked at $763K in Q2 2022. 144 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Northwest Wealth Management held 8,127 shares of Polaris worth $556K as of Q2 2026.
  • Northwest Wealth Management bought 2,423 Polaris shares in Q2 2026, an estimated $156K.
  • Polaris made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Northwest Wealth Management first reported a position in Polaris in Q4 2016 and has held it in 37 quarters since.
  • Northwest Wealth Management's Polaris position peaked at $763K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.