VWA
PII icon

Valued Wealth Advisors’s Polaris PII Stock Holding History

Valued Wealth Advisors’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 		$4.79K Buy
+70
New +$4.51K ﹤0.01% 459

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

Valued Wealth Advisors's PII Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Polaris (PII) in Q2 2026: 70 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

100 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Valued Wealth Advisors held 70 shares of Polaris worth $4.79K as of Q2 2026.
  • Polaris was a new Valued Wealth Advisors position in Q2 2026.
  • Polaris made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • 100 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.