AF
PII icon

Allworth Financial’s Polaris PII Stock Holding History

Allworth 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
Q2 		$654K Buy
9,550
+1,004
+12% +$64.7K ﹤0.01% 882
2026
Q1 		$466K Buy
8,546
+120
+1% +$7.52K ﹤0.01% 981
2025
Q4 		$533K Buy
8,426
+136
+2% +$8.96K ﹤0.01% 911
2025
Q3 		$482K Buy
8,290
+97
+1% +$5.23K ﹤0.01% 902
2025
Q2 		$333K Buy
8,193
+6,983
+577% +$263K ﹤0.01% 974
2025
Q1 		$42.6K Buy
1,210
+1,194
+7,463% +$56.9K ﹤0.01% 1636
2024
Q4 		$861 Sell
16
-295
-95% -$20.5K ﹤0.01% 3448
2024
Q3 		$25.9K Hold
311
– – ﹤0.01% 1746
2024
Q2 		$25.4K Buy
311
+278
+842% +$23.5K ﹤0.01% 1729
2024
Q1 		$3.3K Sell
33
-4
-11% -$367 ﹤0.01% 2588
2023
Q4 		$3.51K Buy
37
+11
+42% +$1.01K ﹤0.01% 2424
2023
Q3 		$2.71K Sell
26
-26
-50% -$3.09K ﹤0.01% 2397
2023
Q2 		$6.31K Hold
52
– – ﹤0.01% 2015
2023
Q1 		$5.75K Buy
52
+26
+100% +$2.88K ﹤0.01% 1984
2022
Q4 		$2.63K Sell
26
-5
-16% -$521 ﹤0.01% 2138
2022
Q3 		$3K Buy
31
+4
+15% +$448 ﹤0.01% 2052
2022
Q2 		$3K Buy
27
+1
+4% +$104 ﹤0.01% 1922
2022
Q1 		$3K Buy
+26
New +$2.96K ﹤0.01% 1733
2016
Q3 		– Sell
-16
Closed -$1K – 730
2016
Q2 		$1K Buy
+16
New +$1.42K ﹤0.01% 607

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Allworth Financial's PII Position: Q2 2026 in Review

Allworth Financial increased its Polaris (PII) stake by 12% in Q2 2026, buying an estimated $64.7K and bringing the position to 9,550 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Allworth Financial first reported a position in PII in Q2 2016 and has held it in 19 quarters since. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Allworth Financial held 9,550 shares of Polaris worth $654K as of Q2 2026.
  • Allworth Financial bought 1,004 Polaris shares in Q2 2026, an estimated $64.7K.
  • Polaris made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #882 holding.
  • Allworth Financial first reported a position in Polaris in Q2 2016 and has held it in 19 quarters since.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.