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Bard Financial Services’s Polaris PII Stock Holding History

Bard Financial 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
Q3 		$2.63M Buy
45,270
+1,050
+2% +$56.6K 0.29% 77
2025
Q2 		$1.8M Buy
44,220
+5,700
+15% +$215K 0.21% 91
2025
Q1 		$1.58M Buy
+38,520
New +$1.83M 0.19% 94

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 $3.37T AUM 44.26% 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

Bard Financial Services's PII Position: Q3 2025 in Review

Bard Financial Services increased its Polaris (PII) stake by 2.4% in Q3 2025, buying an estimated $56.6K and bringing the position to 45,270 shares worth $2.63M. The position accounts for 0.29% of the portfolio, ranked #77.

Bard Financial Services first reported a position in PII in Q1 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Bard Financial Services held 45,270 shares of Polaris worth $2.63M as of Q3 2025.
  • Bard Financial Services bought 1,050 Polaris shares in Q3 2025, an estimated $56.6K.
  • Polaris made up 0.29% of Bard Financial Services's portfolio in Q3 2025, its #77 holding.
  • Bard Financial Services first reported a position in Polaris in Q1 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.