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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
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

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 $3.37T AUM 44.26% 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

Avion Wealth's PII Position: Q2 2026 in Review

Avion Wealth held its Polaris (PII) position steady in Q2 2026 at 51 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Avion Wealth first reported a position in PII in Q3 2023 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Avion Wealth held 51 shares of Polaris worth $3K as of Q2 2026.
  • Avion Wealth left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #977 holding.
  • Avion Wealth first reported a position in Polaris in Q3 2023 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.