Carlson Financial’s Polaris PII Stock Holding History

Carlson Financial’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 Q1	–	Sell	-3,562	Closed	-$225K	–	188
2025 Q4	$225K	Buy	+3,562	New	+$235K	0.13%	159

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carlson Financial's PII Position: Q1 2026 in Review

Carlson Financial sold out of Polaris (PII) in Q1 2026, closing a stake of 3,562 shares — an estimated $225K sold.

Carlson Financial first reported a position in PII in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 446 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Carlson Financial reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
Carlson Financial sold 3,562 Polaris shares in Q1 2026, an estimated $225K.
Carlson Financial first reported a position in Polaris in Q4 2025 and held it in 1 quarter.
Carlson Financial's Polaris position peaked at $225K in Q4 2025.
446 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Carlson Financial's 13F filing for Q1 2026, filed 24 Aug 2026.