Polaris Financial Partners’s SGI US Large Cap Core ETF SGLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$179K Buy
+6,384
New +$287K 0.08% 87

Polaris Financial Partners's SGLC Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in SGI US Large Cap Core ETF (SGLC) in Q3 2026: 6,384 shares worth $179K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings.

1 fund tracked by Wall St. Rank holds SGLC as of Q3 2026.

  • Polaris Financial Partners held 6,384 shares of SGI US Large Cap Core ETF worth $179K as of Q3 2026.
  • SGI US Large Cap Core ETF was a new Polaris Financial Partners position in Q3 2026.
  • SGI US Large Cap Core ETF made up 0.08% of Polaris Financial Partners's portfolio in Q3 2026, its #87 holding.
  • 1 fund tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.