Physician Wealth Advisors’s Polaris PII Stock Holding History

Physician 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 Q3	$3.08K	Sell	59 -26	-31%	-$1.68K	﹤0.01%	1355
2026 Q2	$5.82K	Buy	85 +42	+98%	+$2.71K	﹤0.01%	1033
2026 Q1	$2.34K	Sell	43 -8	-16%	-$501	﹤0.01%	1283
2025 Q4	$3.23K	Buy	51 +8	+19%	+$527	﹤0.01%	1104
2025 Q3	$2.5K	Hold	43	–	–	﹤0.01%	1126
2025 Q2	$1.75K	Buy	43 +22	+105%	+$829	﹤0.01%	1097
2025 Q1	$860	Buy	+21	New	+$1K	﹤0.01%	1190

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Physician Wealth Advisors's PII Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Polaris (PII) stake by 31% in Q3 2026, selling an estimated $1.68K and leaving 59 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Physician Wealth Advisors first reported a position in PII in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.82K in Q2 2026. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Physician Wealth Advisors held 59 shares of Polaris worth $3.08K as of Q3 2026.
Physician Wealth Advisors sold 26 Polaris shares in Q3 2026, an estimated $1.68K.
Polaris made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1355 holding.
Physician Wealth Advisors first reported a position in Polaris in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Polaris position peaked at $5.82K in Q2 2026.
79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.