RAFFA WEALTH MANAGEMENT, LLC’s Polaris PII Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$479	Hold	7	–	–	﹤0.01%	1191
2026 Q1	$382	Hold	7	–	–	﹤0.01%	1095
2025 Q4	$443	Hold	7	–	–	﹤0.01%	1085
2025 Q3	$407	Hold	7	–	–	﹤0.01%	1100
2025 Q2	$285	Hold	7	–	–	﹤0.01%	1054
2025 Q1	$287	Hold	7	–	–	﹤0.01%	1022
2024 Q4	$403	Hold	7	–	–	﹤0.01%	1032
2024 Q3	$583	Hold	7	–	–	﹤0.01%	965
2024 Q2	$548	Hold	7	–	–	﹤0.01%	1033
2024 Q1	$701	Hold	7	–	–	﹤0.01%	982
2023 Q4	$663	Hold	7	–	–	﹤0.01%	924
2023 Q3	$729	Hold	7	–	–	﹤0.01%	869
2023 Q2	$847	Hold	7	–	–	﹤0.01%	848
2023 Q1	$774	Hold	7	–	–	﹤0.01%	867
2022 Q4	$707	Hold	7	–	–	﹤0.01%	874
2022 Q3	$670	Hold	7	–	–	﹤0.01%	936
2022 Q2	$695	Hold	7	–	–	﹤0.01%	935
2022 Q1	$737	Hold	7	–	–	﹤0.01%	963
2021 Q4	$769	Hold	7	–	–	﹤0.01%	964
2021 Q3	$838	Hold	7	–	–	﹤0.01%	901
2021 Q2	$959	Hold	7	–	–	﹤0.01%	847
2021 Q1	$935	Hold	7	–	–	﹤0.01%	850
2020 Q4	$667	Hold	7	–	–	﹤0.01%	821
2020 Q3	$660	Hold	7	–	–	﹤0.01%	764
2020 Q2	$648	Hold	7	–	–	﹤0.01%	768
2020 Q1	$337	Hold	7	–	–	﹤0.01%	801
2019 Q4	$712	Hold	7	–	–	﹤0.01%	696
2019 Q3	$616	Buy	+7	New	+$607	﹤0.01%	698
2019 Q2	–	Sell	-7	Closed	-$591	–	1218
2019 Q1	$591	Hold	7	–	–	﹤0.01%	700
2018 Q4	$537	Hold	7	–	–	﹤0.01%	719
2018 Q3	$707	Hold	7	–	–	﹤0.01%	724
2018 Q2	$855	Hold	7	–	–	﹤0.01%	676
2018 Q1	$802	Buy	+7	New	+$842	﹤0.01%	684
2015 Q2	–	Sell	-14	Closed	-$1.98K	–	831
2015 Q1	$1.98K	Buy	+14	New	+$2.06K	﹤0.01%	274

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 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

RAFFA WEALTH MANAGEMENT, LLC's PII Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Polaris (PII) position steady in Q2 2026 at 7 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PII in Q1 2015 and has held it in 34 quarters since. The position peaked at $1.98K in Q1 2015. 129 funds tracked by Wall St. Rank hold PII as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 7 shares of Polaris worth $479 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1191 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Polaris in Q1 2015 and has held it in 34 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Polaris position peaked at $1.98K in Q1 2015.
129 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.