AGWCA
PII icon

Annis Gardner Whiting Capital Advisors’s Polaris PII Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,762
Closed -$96K – 998
2026
Q1 		$96K Buy
+1,762
New +$110K 0.02% 450
2024
Q3 		– Sell
-1,218
Closed -$95.4K – 893
2024
Q2 		$95.4K Hold
1,218
– – 0.03% 311
2024
Q1 		$122K Buy
+1,218
New +$112K 0.04% 256

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's PII Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 1,762 shares — an estimated $96K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PII in Q1 2024 and held it in 3 quarters. The position peaked at $122K in Q1 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,762 Polaris shares in Q2 2026, an estimated $96K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Polaris in Q1 2024 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Polaris position peaked at $122K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.