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Trust Company’s Polaris PII Stock Holding History

Trust Company’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 		$469 Hold
9
– – ﹤0.01% 760
2026
Q2 		$616 Hold
9
– – ﹤0.01% 697
2026
Q1 		$491 Hold
9
– – ﹤0.01% 717
2025
Q4 		$569 Buy
+9
New +$593 ﹤0.01% 663
2018
Q4 		– Sell
-16
Closed -$2K – 350
2018
Q3 		$2K Hold
16
– – ﹤0.01% 321
2018
Q2 		$2K Hold
16
– – ﹤0.01% 338
2018
Q1 		$2K Hold
16
– – ﹤0.01% 334
2017
Q4 		$2K Hold
16
– – ﹤0.01% 354
2017
Q3 		$2K Hold
16
– – ﹤0.01% 293
2017
Q2 		$1K Buy
+16
New +$1.37K ﹤0.01% 320

Other funds holding PII

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Trust Company's PII Position: Q3 2026 in Review

Trust Company held its Polaris (PII) position steady in Q3 2026 at 9 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Trust Company first reported a position in PII in Q2 2017 and has held it in 10 quarters since. The position peaked at $2K in Q3 2018. 15 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Trust Company held 9 shares of Polaris worth $469 as of Q3 2026.
  • Trust Company left its Polaris share count unchanged in Q3 2026.
  • Polaris made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #760 holding.
  • Trust Company first reported a position in Polaris in Q2 2017 and has held it in 10 quarters since.
  • Trust Company's Polaris position peaked at $2K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.