No buy transactions available for this period
No sell transactions available for this period
Polaris Financial Partners filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 223.49 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Polaris Financial Partners submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.
In the Q3 2026 filing, Polaris Financial Partners reported a managed portfolio value of 223.49 M, consisting of 382 individual positions.
This page displays the raw filing documents. To see which stocks Polaris Financial Partners bought or sold during Q3 2026, please visit Polaris Financial Partners's Portfolio Analysis page.