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Atria Investments’s Polaris PII Stock Holding History

Atria Investments’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 		$789K Buy
+11,527
New +$743K 0.01% 1247
2024
Q4 		– Sell
-3,588
Closed -$299K – 1954
2024
Q3 		$299K Sell
3,588
-1,183
-25% -$96.1K ﹤0.01% 1624
2024
Q2 		$374K Buy
+4,771
New +$404K ﹤0.01% 1454
2020
Q1 		– Sell
-2,277
Closed -$232K – 1009
2019
Q4 		$232K Buy
+2,277
New +$221K 0.01% 1088
2016
Q3 		– Sell
-2,613
Closed -$223K – 567
2016
Q2 		$223K Buy
2,613
+294
+13% +$26.1K 0.02% 423
2016
Q1 		$228K Sell
2,319
-426
-16% -$37K 0.03% 393
2015
Q4 		$221K Buy
+2,745
New +$291K 0.02% 371
2014
Q4 		– Sell
-1,517
Closed -$227K – 457
2014
Q3 		$227K Buy
+1,517
New +$219K 0.02% 421
2014
Q2 		– Sell
-2,975
Closed -$416K – 448
2014
Q1 		$416K Buy
2,975
+44
+2% +$5.94K 0.04% 311
2013
Q4 		$427K Sell
2,931
-71
-2% -$9.5K 0.04% 319
2013
Q3 		$388K Buy
3,002
+165
+6% +$18.5K 0.04% 321
2013
Q2 		$269K Buy
+2,837
New +$257K 0.03% 319

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

Atria Investments's PII Position: Q2 2026 in Review

Atria Investments opened a new position in Polaris (PII) in Q2 2026: 11,527 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Atria Investments previously reported a position in PII as recently as Q3 2024.

Atria Investments first reported a position in PII in Q2 2013 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Atria Investments held 11,527 shares of Polaris worth $789K as of Q2 2026.
  • Polaris was a new Atria Investments position in Q2 2026.
  • Polaris made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1247 holding.
  • Atria Investments first reported a position in Polaris in Q2 2013 and has held it in 12 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.