Aptus Capital Advisors’s Polaris PII Stock Holding History

Aptus 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	$254K	Buy	3,711 +18	+0.5%	+$1.16K	﹤0.01%	1014
2026 Q1	$201K	Sell	3,693 -1	-0%	-$63	﹤0.01%	1019
2025 Q4	$234K	Buy	3,694 +1	+0%	+$66	﹤0.01%	980
2025 Q3	$215K	Buy	+3,693	New	+$199K	﹤0.01%	955
2025 Q1	–	Sell	-4,327	Closed	-$249K	–	1488
2024 Q4	$249K	Buy	4,327 +1,099	+34%	+$76.5K	﹤0.01%	824
2024 Q3	$269K	Sell	3,228 -53	-2%	-$4.31K	﹤0.01%	686
2024 Q2	$257K	Sell	3,281 -1,200	-27%	-$102K	﹤0.01%	658
2024 Q1	$449K	Buy	4,481 +1,106	+33%	+$102K	0.01%	539
2023 Q4	$320K	Buy	3,375 +126	+4%	+$11.5K	0.01%	455
2023 Q3	$338K	Buy	+3,249	New	+$386K	0.01%	449

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aptus Capital Advisors's PII Position: Q2 2026 in Review

Aptus Capital Advisors increased its Polaris (PII) stake by 0.49% in Q2 2026, buying an estimated $1.16K and bringing the position to 3,711 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Aptus Capital Advisors first reported a position in PII in Q3 2023 and has held it in 10 quarters since. The position peaked at $449K in Q1 2024. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Aptus Capital Advisors held 3,711 shares of Polaris worth $254K as of Q2 2026.
Aptus Capital Advisors bought 18 Polaris shares in Q2 2026, an estimated $1.16K.
Polaris made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1014 holding.
Aptus Capital Advisors first reported a position in Polaris in Q3 2023 and has held it in 10 quarters since.
Aptus Capital Advisors's Polaris position peaked at $449K in Q1 2024.
477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.