S
PII icon

SignatureFD’s Polaris PII Stock Holding History

SignatureFD’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 		$321K Buy
4,692
+356
+8% +$22.9K ﹤0.01% 862
2026
Q1 		$236K Sell
4,336
-305
-7% -$19.1K ﹤0.01% 915
2025
Q4 		$294K Sell
4,641
-277
-6% -$18.2K ﹤0.01% 793
2025
Q3 		$286K Sell
4,918
-13
-0.3% -$701 ﹤0.01% 792
2025
Q2 		$200K Buy
4,931
+721
+17% +$27.2K ﹤0.01% 918
2025
Q1 		$172K Buy
4,210
+3,193
+314% +$152K ﹤0.01% 961
2024
Q4 		$58.6K Buy
1,017
+460
+83% +$32K ﹤0.01% 1496
2024
Q3 		$46.4K Sell
557
-93
-14% -$7.55K ﹤0.01% 1618
2024
Q2 		$50.9K Buy
650
+618
+1,931% +$52.3K ﹤0.01% 1501
2024
Q1 		$3.2K Sell
32
-81
-72% -$7.44K ﹤0.01% 2672
2023
Q4 		$10.7K Sell
113
-272
-71% -$24.9K ﹤0.01% 2233
2023
Q3 		$40.1K Sell
385
-206
-35% -$24.5K ﹤0.01% 1503
2023
Q2 		$71.5K Buy
591
+5
+0.9% +$553 ﹤0.01% 1236
2023
Q1 		$64.8K Buy
586
+190
+48% +$21.1K ﹤0.01% 1255
2022
Q4 		$40K Sell
396
-30
-7% -$3.13K ﹤0.01% 1466
2022
Q3 		$41K Sell
426
-25
-6% -$2.8K ﹤0.01% 1375
2022
Q2 		$45K Sell
451
-186
-29% -$19.3K ﹤0.01% 1350
2022
Q1 		$67K Buy
637
+241
+61% +$27.5K ﹤0.01% 1223
2021
Q4 		$44K Sell
396
-246
-38% -$29K ﹤0.01% 1390
2021
Q3 		$77K Buy
642
+119
+23% +$15.1K ﹤0.01% 1097
2021
Q2 		$72K Sell
523
-587
-53% -$79.6K ﹤0.01% 1108
2021
Q1 		$148K Buy
1,110
+34
+3% +$4.14K 0.01% 712
2020
Q4 		$103K Buy
1,076
+10
+0.9% +$957 ﹤0.01% 764
2020
Q3 		$101K Buy
1,066
+1,016
+2,032% +$100K 0.01% 699
2020
Q2 		$5K Buy
50
+40
+400% +$3.05K ﹤0.01% 1820
2020
Q1 		$0 Sell
10
-23
-70% -$1.89K ﹤0.01% 2413
2019
Q4 		$3K Buy
33
+15
+83% +$1.46K ﹤0.01% 1807
2019
Q3 		$2K Hold
18
– – ﹤0.01% 1837
2019
Q2 		$2K Sell
18
-112
-86% -$10.2K ﹤0.01% 1778
2019
Q1 		$11K Buy
130
+99
+319% +$8.4K ﹤0.01% 1396
2018
Q4 		$2K Sell
31
-37
-54% -$3.33K ﹤0.01% 1741
2018
Q3 		$7K Sell
68
-33
-33% -$3.69K ﹤0.01% 1472
2018
Q2 		$12K Sell
101
-10
-9% -$1.17K ﹤0.01% 1340
2018
Q1 		$13K Buy
+111
New +$13.4K ﹤0.01% 1174
2016
Q4 		– Sell
-213
Closed -$16K – 940
2016
Q3 		$16K Buy
213
+101
+90% +$8.77K ﹤0.01% 889
2016
Q2 		$9K Sell
112
-97
-46% -$8.6K ﹤0.01% 938
2016
Q1 		$21K Sell
209
-3
-1% -$260 ﹤0.01% 660
2015
Q4 		$18K Buy
212
+26
+14% +$2.76K ﹤0.01% 608
2015
Q3 		$22K Buy
186
+8
+4% +$1.09K 0.01% 506
2015
Q2 		$26K Buy
+178
New +$25.6K 0.01% 422

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CP
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

SignatureFD's PII Position: Q2 2026 in Review

SignatureFD increased its Polaris (PII) stake by 8.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 4,692 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

SignatureFD first reported a position in PII in Q2 2015 and has held it in 40 quarters since. 100 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • SignatureFD held 4,692 shares of Polaris worth $321K as of Q2 2026.
  • SignatureFD bought 356 Polaris shares in Q2 2026, an estimated $22.9K.
  • Polaris made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #862 holding.
  • SignatureFD first reported a position in Polaris in Q2 2015 and has held it in 40 quarters since.
  • 100 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.