AWA
PII icon

Arkadios Wealth Advisors’s Polaris PII Stock Holding History

Arkadios Wealth 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
2025
Q3 		– Sell
-6,146
Closed -$250K – 1506
2025
Q2 		$250K Buy
+6,146
New +$232K 0.01% 1122
2021
Q4 		– Sell
-1,133
Closed -$135K – 1435
2021
Q3 		$135K Buy
1,133
+376
+50% +$47.8K 0.02% 606
2021
Q2 		$103K Buy
757
+238
+46% +$32.3K 0.01% 715
2021
Q1 		$69K Buy
519
+268
+107% +$32.7K 0.01% 609
2020
Q4 		$23K Buy
+251
New +$24K ﹤0.01% 720

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's PII Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Polaris (PII) in Q3 2025, closing a stake of 6,146 shares — an estimated $250K sold.

Arkadios Wealth Advisors first reported a position in PII in Q4 2020 and held it in 5 quarters. The position peaked at $250K in Q2 2025. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6,146 Polaris shares in Q3 2025, an estimated $250K.
  • Arkadios Wealth Advisors first reported a position in Polaris in Q4 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Polaris position peaked at $250K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.