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

Vermillion 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 		$6.05K Hold
116
– – 0.01% 540
2026
Q2 		$7.94K Sell
116
-1
-0.9% -$64 ﹤0.01% 1280
2026
Q1 		$6.38K Buy
117
+1
+0.9% +$63 ﹤0.01% 454
2025
Q4 		$7.34K Hold
116
– – ﹤0.01% 408
2025
Q3 		$6.74K Hold
116
– – ﹤0.01% 1243
2025
Q2 		$4.72K Hold
116
– – ﹤0.01% 401
2025
Q1 		$4.75K Hold
116
– – ﹤0.01% 1118
2024
Q4 		$6.68K Buy
+116
New +$8.07K ﹤0.01% 370

Other funds holding PII

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ProShare Advisors
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Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 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

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

Vermillion Wealth Management held its Polaris (PII) position steady in Q3 2026 at 116 shares worth $6.05K. The position accounts for 0.01% of the portfolio, ranked #540.

Vermillion Wealth Management first reported a position in PII in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.94K in Q2 2026. 106 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Vermillion Wealth Management held 116 shares of Polaris worth $6.05K as of Q3 2026.
  • Vermillion Wealth Management left its Polaris share count unchanged in Q3 2026.
  • Polaris made up 0.01% of Vermillion Wealth Management's portfolio in Q3 2026, its #540 holding.
  • Vermillion Wealth Management first reported a position in Polaris in Q4 2024 and has held it in 8 quarters since.
  • Vermillion Wealth Management's Polaris position peaked at $7.94K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

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