Avantax Advisory Services’s Polaris PII Stock Holding History

Avantax Advisory Services’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 Q2	$298K	Buy	7,323 +2,206	+43%	+$83.1K	﹤0.01%	1914
2025 Q1	$209K	Buy	5,117 +688	+16%	+$32.8K	﹤0.01%	2075
2024 Q4	$255K	Sell	4,429 -393	-8%	-$27.3K	﹤0.01%	1895
2024 Q3	$401K	Sell	4,822 -864	-15%	-$70.2K	﹤0.01%	1557
2024 Q2	$445K	Buy	5,686 +1,924	+51%	+$163K	﹤0.01%	1435
2024 Q1	$377K	Sell	3,762 -117	-3%	-$10.7K	﹤0.01%	1176
2023 Q4	$368K	Sell	3,879 -490	-11%	-$44.9K	﹤0.01%	1133
2023 Q3	$455K	Sell	4,369 -4	-0.1%	-$475	0.01%	986
2023 Q2	$529K	Buy	4,373 +33	+0.8%	+$3.65K	0.01%	925
2023 Q1	$480K	Sell	4,340 -24	-0.5%	-$2.66K	0.01%	933
2022 Q4	$441K	Buy	4,364 +4	+0.1%	+$417	0.01%	924
2022 Q3	$417K	Buy	4,360 +167	+4%	+$18.7K	0.01%	861
2022 Q2	$416K	Buy	4,193 +81	+2%	+$8.39K	0.01%	852
2022 Q1	$432K	Buy	4,112 +589	+17%	+$67.1K	0.01%	846
2021 Q4	$387K	Buy	3,523 +104	+3%	+$12.3K	0.01%	855
2021 Q3	$411K	Sell	3,419 -38	-1%	-$4.83K	0.01%	792
2021 Q2	$474K	Sell	3,457 -806	-19%	-$109K	0.01%	724
2021 Q1	$567K	Buy	4,263 +928	+28%	+$113K	0.01%	588
2020 Q4	$317K	Sell	3,335 -184	-5%	-$17.6K	0.01%	700
2020 Q3	$332K	Buy	3,519 +837	+31%	+$82.4K	0.01%	977
2020 Q2	$248K	Buy	+2,682	New	+$204K	0.01%	710

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's PII Position: Q2 2025 in Review

Avantax Advisory Services increased its Polaris (PII) stake by 43% in Q2 2025, buying an estimated $83.1K and bringing the position to 7,323 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Avantax Advisory Services first reported a position in PII in Q2 2020 and has held it in 21 quarters since. The position peaked at $567K in Q1 2021. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Avantax Advisory Services held 7,323 shares of Polaris worth $298K as of Q2 2025.
Avantax Advisory Services bought 2,206 Polaris shares in Q2 2025, an estimated $83.1K.
Polaris made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1914 holding.
Avantax Advisory Services first reported a position in Polaris in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's Polaris position peaked at $567K in Q1 2021.
411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.