Position in PII
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,351,823
+$2,048,966 QoQ
Shares Held
151,254
-0.7% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2
of 129 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Segment Wealth Management, LLC holds $17,898,884 across 2 Recreational Vehicles names. PII ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
151,254 | $10,351,823 | |
| 2 | BC |
Brunswick Corp
|
89,590 | $7,547,061 |
All Filings in PII
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,351,823 | 151,254 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,302,857 | 152,346 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,725,067 | 153,756 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,953,589 | 154,027 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,374,814 | 156,822 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||