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Avion Wealth’s Polaris PII Stock Holding History

Avion Wealth’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
Q3 		$1K Sell
36
-15
-29% -$969 ﹤0.01% 1294
2026
Q2 		$3K Hold
51
– – ﹤0.01% 977
2026
Q1 		$2K Hold
51
– – ﹤0.01% 905
2025
Q4 		$3K Hold
51
– – ﹤0.01% 807
2025
Q3 		$2K Sell
51
-13
-20% -$701 ﹤0.01% 895
2025
Q2 		$2K Buy
+64
New +$2.41K ﹤0.01% 845
2023
Q4 		– Sell
-5
Closed – – 1284
2023
Q3 		$0 Buy
+5
New +$594 ﹤0.01% 1106

Other funds holding PII

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Avion Wealth's PII Position: Q3 2026 in Review

Avion Wealth reduced its Polaris (PII) stake by 29% in Q3 2026, selling an estimated $969 and leaving 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Avion Wealth first reported a position in PII in Q3 2023 and has held it in 7 quarters since. The position peaked at $3K in Q2 2026. 244 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Avion Wealth held 36 shares of Polaris worth $1K as of Q3 2026.
  • Avion Wealth sold 15 Polaris shares in Q3 2026, an estimated $969.
  • Polaris made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1294 holding.
  • Avion Wealth first reported a position in Polaris in Q3 2023 and has held it in 7 quarters since.
  • Avion Wealth's Polaris position peaked at $3K in Q2 2026.
  • 244 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.