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Opal Wealth Advisors’s Polaris PII Stock Holding History

Opal Wealth Advisors’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 		– Sell
-1,026
Closed -$55.9K – 477
2026
Q1 		$55.9K Buy
+1,026
New +$64.3K 0.01% 383
2025
Q3 		– Sell
-1,638
Closed -$66.6K – 451
2025
Q2 		$66.6K Buy
1,638
+782
+91% +$29.5K 0.02% 333
2025
Q1 		$35.1K Buy
+856
New +$40.8K 0.01% 410

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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Opal Wealth Advisors's PII Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 1,026 shares — an estimated $55.9K sold.

Opal Wealth Advisors first reported a position in PII in Q1 2025 and held it in 3 quarters. The position peaked at $66.6K in Q2 2025. 69 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,026 Polaris shares in Q2 2026, an estimated $55.9K.
  • Opal Wealth Advisors first reported a position in Polaris in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's Polaris position peaked at $66.6K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.