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 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	$9.73M	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%	-$1.75K	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	$1.57M	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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Segment Wealth Management's PII Position: Q2 2026 in Review

Segment Wealth Management reduced its Polaris (PII) stake by 0.72% in Q2 2026, selling an estimated $70.4K and leaving 151,254 shares worth $10.4M. The position accounts for 0.54% of the portfolio, ranked #57.

Segment Wealth Management first reported a position in PII in Q3 2016 and has held it in 14 quarters since. 77 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Segment Wealth Management held 151,254 shares of Polaris worth $10.4M as of Q2 2026.
Segment Wealth Management sold 1,092 Polaris shares in Q2 2026, an estimated $70.4K.
Polaris made up 0.54% of Segment Wealth Management's portfolio in Q2 2026, its #57 holding.
Segment Wealth Management first reported a position in Polaris in Q3 2016 and has held it in 14 quarters since.
77 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.