Segment Wealth Management
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Segment Wealth Management’s Polaris PII Stock Holding History

Segment Wealth Management’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 		$7.45M Sell
142,915
-8,339
-6% -$538K 0.38% 64
2026
Q2 		$10.4M Sell
151,254
-1,092
-0.7% -$70.4K 0.54% 57
2026
Q1 		$8.3M Sell
152,346
-1,410
-0.9% -$88.3K 0.49% 58
2025
Q4 		$9.7M Sell
153,756
-271
-0.2% -$17.8K 0.56% 55
2025
Q3 		$8.95M Sell
154,027
-2,795
-2% -$151K 0.54% 59
2025
Q2 		$6.37M Buy
+156,822
New +$5.91M 0.4% 65
2018
Q4 		– Sell
-16,936
Closed -$1.71M – 209
2018
Q3 		$1.71M Sell
16,936
-436
-3% -$48.7K 0.37% 86
2018
Q2 		$2.12M Sell
17,372
-15
-0.1% -$1.76K 0.5% 71
2018
Q1 		$1.99M Buy
17,387
+74
+0.4% +$8.9K 0.5% 69
2017
Q4 		$2.15M Sell
17,313
-80
-0.5% -$9.49K 0.52% 67
2017
Q3 		$1.82M Buy
17,393
+326
+2% +$30.9K 0.48% 69
2017
Q2 		$1.58M Buy
17,067
+1,687
+11% +$145K 0.43% 72
2017
Q1 		$1.29M Buy
15,380
+1,130
+8% +$97.3K 0.42% 75
2016
Q4 		$1.17M Buy
14,250
+300
+2% +$24.5K 0.43% 71
2016
Q3 		$1.08M Buy
+13,950
New +$1.21M 0.43% 69

Other funds holding PII

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Segment Wealth Management's PII Position: Q3 2026 in Review

Segment Wealth Management reduced its Polaris (PII) stake by 5.5% in Q3 2026, selling an estimated $538K and leaving 142,915 shares worth $7.45M. The position accounts for 0.38% of the portfolio, ranked #64.

Segment Wealth Management first reported a position in PII in Q3 2016 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2026. 87 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Segment Wealth Management held 142,915 shares of Polaris worth $7.45M as of Q3 2026.
  • Segment Wealth Management sold 8,339 Polaris shares in Q3 2026, an estimated $538K.
  • Polaris made up 0.38% of Segment Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Segment Wealth Management first reported a position in Polaris in Q3 2016 and has held it in 15 quarters since.
  • Segment Wealth Management's Polaris position peaked at $10.4M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.