Private Wealth Management Group’s Polaris PII Stock Holding History

Private Wealth Management Group’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	$1.67K	Hold	32	–	–	﹤0.01%	1234
2026 Q2	$2.19K	Hold	32	–	–	﹤0.01%	1135
2026 Q1	$1.74K	Sell	32 -32	-50%	-$2K	﹤0.01%	1127
2025 Q4	$4.05K	Hold	64	–	–	﹤0.01%	859
2025 Q3	$3.72K	Buy	64 +32	+100%	+$1.72K	﹤0.01%	907
2025 Q2	$1.3K	Sell	32 -154	-83%	-$5.8K	﹤0.01%	1200
2025 Q1	$7.62K	Buy	186 +176	+1,760%	+$8.38K	﹤0.01%	568
2024 Q4	$577	Sell	10 -22	-69%	-$1.53K	﹤0.01%	1421
2024 Q3	$2.66K	Buy	32 +18	+129%	+$1.46K	﹤0.01%	966
2024 Q2	$1.1K	Hold	14	–	–	﹤0.01%	1250
2024 Q1	$1.4K	Hold	14	–	–	﹤0.01%	1122
2023 Q4	$1.33K	Buy	+14	New	+$1.28K	﹤0.01%	1163

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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 33.52% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Private Wealth Management Group's PII Position: Q3 2026 in Review

Private Wealth Management Group held its Polaris (PII) position steady in Q3 2026 at 32 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Private Wealth Management Group first reported a position in PII in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.62K in Q1 2025. 57 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Private Wealth Management Group held 32 shares of Polaris worth $1.67K as of Q3 2026.
Private Wealth Management Group left its Polaris share count unchanged in Q3 2026.
Polaris made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1234 holding.
Private Wealth Management Group first reported a position in Polaris in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Polaris position peaked at $7.62K in Q1 2025.
57 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.