Pinnacle Bancorp’s Polaris PII Stock Holding History

Pinnacle Bancorp’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	$9.39K	Hold	180	–	–	﹤0.01%	741
2026 Q2	$12.3K	Hold	180	–	–	﹤0.01%	709
2026 Q1	$9.8K	Hold	180	–	–	﹤0.01%	716
2025 Q4	$11.4K	Hold	180	–	–	﹤0.01%	679
2025 Q3	$10.5K	Hold	180	–	–	﹤0.01%	726
2025 Q2	$7.32K	Hold	180	–	–	﹤0.01%	752
2025 Q1	$7.37K	Hold	180	–	–	﹤0.01%	733
2024 Q4	$10.4K	Sell	180 -20	-10%	-$1.39K	﹤0.01%	690
2024 Q3	$16.6K	Hold	200	–	–	﹤0.01%	604
2024 Q2	$15.7K	Buy	200 +20	+11%	+$1.69K	﹤0.01%	600
2024 Q1	$18K	Hold	180	–	–	0.01%	566
2023 Q4	$17.1K	Hold	180	–	–	0.01%	554
2023 Q3	$18.7K	Hold	180	–	–	0.01%	517
2023 Q2	$21.8K	Hold	180	–	–	0.01%	491
2023 Q1	$19.9K	Hold	180	–	–	0.01%	496
2022 Q4	$18K	Hold	180	–	–	0.01%	484
2022 Q3	$17K	Hold	180	–	–	0.01%	481
2022 Q2	$18K	Hold	180	–	–	0.01%	472
2022 Q1	$19K	Sell	180 -36	-17%	-$4.1K	0.01%	481
2021 Q4	$24K	Buy	216 +36	+20%	+$4.24K	0.01%	456
2021 Q3	$22K	Hold	180	–	–	0.01%	470
2021 Q2	$25K	Hold	180	–	–	0.01%	462
2021 Q1	$24K	Hold	180	–	–	0.01%	465
2020 Q4	$17K	Hold	180	–	–	0.01%	483
2020 Q3	$17K	Hold	180	–	–	0.01%	459
2020 Q2	$17K	Hold	180	–	–	0.01%	451
2020 Q1	$9K	Hold	180	–	–	0.01%	514
2019 Q4	$18K	Hold	180	–	–	0.01%	453
2019 Q3	$16K	Hold	180	–	–	0.01%	489
2019 Q2	$16K	Hold	180	–	–	0.01%	477
2019 Q1	$15K	Hold	180	–	–	0.01%	477
2018 Q4	$14K	Buy	+180	New	+$16.2K	0.01%	483
2017 Q1	$15K	Buy	+180	New	+$15.5K	0.01%	449

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

Pinnacle Bancorp's PII Position: Q3 2026 in Review

Pinnacle Bancorp held its Polaris (PII) position steady in Q3 2026 at 180 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Pinnacle Bancorp first reported a position in PII in Q1 2017 and has held it in 33 quarters since. The position peaked at $25K in Q2 2021. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Pinnacle Bancorp held 180 shares of Polaris worth $9.39K as of Q3 2026.
Pinnacle Bancorp left its Polaris share count unchanged in Q3 2026.
Polaris made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #741 holding.
Pinnacle Bancorp first reported a position in Polaris in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Polaris position peaked at $25K in Q2 2021.
79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.