Advisory Services Network’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$462K Sell
8,472
-1,018
-11% -$63.8K 0.01% 1337
2025
Q4
$600K Sell
9,490
-193
-2% -$12.7K 0.01% 1129
2025
Q3
$563K Sell
9,683
-5,946
-38% -$321K 0.01% 1136
2025
Q2
$827K Buy
15,629
+8,061
+107% +$304K 0.01% 907
2025
Q1
$310K Sell
7,568
-23,265
-75% -$1.11M 0.01% 1278
2024
Q4
$1.78M Buy
30,833
+392
+1% +$27.3K 0.03% 528
2024
Q3
$2.38M Hold
30,441
0.05% 411
2024
Q2
$2.38M Buy
30,441
+3,777
+14% +$320K 0.05% 411
2024
Q1
$2.67M Buy
26,664
+1,295
+5% +$119K 0.06% 373
2023
Q4
$2.4M Buy
25,369
+953
+4% +$87.3K 0.06% 381
2023
Q3
$2.54M Sell
24,416
-181
-0.7% -$21.5K 0.07% 339
2023
Q2
$2.97M Sell
24,597
-594
-2% -$65.7K 0.08% 300
2023
Q1
$2.79M Buy
25,191
+907
+4% +$100K 0.08% 297
2022
Q4
$2.45M Buy
24,284
+822
+4% +$85.6K 0.08% 307
2022
Q3
$2.24M Buy
23,462
+170
+0.7% +$19.1K 0.08% 297
2022
Q2
$2.31M Buy
23,292
+2,233
+11% +$231K 0.08% 299
2022
Q1
$2.22M Buy
21,059
+2,232
+12% +$254K 0.07% 367
2021
Q4
$2.07M Buy
18,827
+765
+4% +$90.1K 0.06% 397
2021
Q3
$2.16M Buy
18,062
+546
+3% +$69.4K 0.07% 363
2021
Q2
$2.4M Sell
17,516
-180
-1% -$24.4K 0.08% 333
2021
Q1
$2.36M Sell
17,696
-196
-1% -$23.9K 0.09% 303
2020
Q4
$1.7M Buy
17,892
+899
+5% +$86K 0.07% 351
2020
Q3
$1.6M Sell
16,993
-817
-5% -$80.4K 0.08% 303
2020
Q2
$1.65M Sell
17,810
-736
-4% -$56.1K 0.09% 275
2020
Q1
$892K Buy
18,546
+1,082
+6% +$88.8K 0.06% 367
2019
Q4
$1.78M Buy
17,464
+634
+4% +$61.5K 0.09% 271
2019
Q3
$1.53M Hold
16,830
0.09% 285
2019
Q2
$1.53M Buy
16,830
+650
+4% +$59.2K 0.09% 285
2019
Q1
$1.37M Buy
16,180
+144
+0.9% +$12.2K 0.1% 280
2018
Q4
$1.23M Buy
16,036
+418
+3% +$37.6K 0.11% 254
2018
Q3
$1.58M Buy
15,618
+425
+3% +$47.5K 0.12% 240
2018
Q2
$1.6M Buy
15,193
+463
+3% +$54.2K 0.12% 222
2018
Q1
$1.69M Buy
14,730
+966
+7% +$116K 0.13% 201
2017
Q4
$1.71M Buy
13,764
+11,162
+429% +$1.32M 0.15% 178
2017
Q3
$272K Sell
2,602
-350
-12% -$33.2K 0.03% 558
2017
Q2
$272K Buy
2,952
+193
+7% +$16.6K 0.04% 538
2017
Q1
$231K Buy
+2,759
New +$237K 0.03% 561
2016
Q3
$166K Sell
2,141
-34
-2% -$2.95K 0.03% 549
2016
Q2
$178K Buy
2,175
+690
+46% +$61.2K 0.04% 474
2016
Q1
$146K Buy
1,485
+805
+118% +$69.8K 0.04% 442
2015
Q4
$58K Sell
680
-1
-0.1% -$106 0.02% 551
2015
Q3
$82K Hold
681
0.02% 437
2015
Q2
$101K Sell
681
-118
-15% -$17K 0.03% 375
2015
Q1
$113K Buy
799
+2
+0.3% +$295 0.03% 360
2014
Q4
$108K Buy
+797
New +$120K 0.03% 322
2014
Q1
Sell
-80
Closed -$12K 650
2013
Q4
$12K Buy
+80
New +$10.7K 0.01% 570

Other funds holding PII

Advisory Services Network's PII Position: Q1 2026 in Review

Advisory Services Network reduced its Polaris (PII) stake by 11% in Q1 2026, selling an estimated $63.8K and leaving 8,472 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1337.

Advisory Services Network first reported a position in PII in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.97M in Q2 2023. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Advisory Services Network held 8,472 shares of Polaris worth $462K as of Q1 2026.
  • Advisory Services Network sold 1,018 Polaris shares in Q1 2026, an estimated $63.8K.
  • Polaris made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1337 holding.
  • Advisory Services Network first reported a position in Polaris in Q4 2013 and has held it in 46 quarters since.
  • Advisory Services Network's Polaris position peaked at $2.97M in Q2 2023.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.