Barrow, Hanley, Mewhinney & Strauss’s Polaris PII Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 Q1	$8.5K	Buy	156 +16	+11%	+$1K	﹤0.01%	237
2025 Q4	$8.86K	Buy	140 +66	+89%	+$4.35K	﹤0.01%	233
2025 Q3	$4.3K	Buy	+74	New	+$3.99K	﹤0.01%	286
2018 Q4	–	Sell	-150	Closed	-$15K	–	388
2018 Q3	$15K	Hold	150	–	–	﹤0.01%	373
2018 Q2	$18K	Sell	150 -74	-33%	-$8.66K	﹤0.01%	362
2018 Q1	$26K	Hold	224	–	–	﹤0.01%	385
2017 Q4	$28K	Hold	224	–	–	﹤0.01%	378
2017 Q3	$23K	Hold	224	–	–	﹤0.01%	397
2017 Q2	$21K	Hold	224	–	–	﹤0.01%	405
2017 Q1	$19K	Buy	+224	New	+$19.3K	﹤0.01%	405

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss's PII Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Polaris (PII) stake by 11% in Q1 2026, buying an estimated $1K and bringing the position to 156 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Barrow, Hanley, Mewhinney & Strauss first reported a position in PII in Q1 2017 and has held it in 10 quarters since. The position peaked at $28K in Q4 2017. 445 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Barrow, Hanley, Mewhinney & Strauss held 156 shares of Polaris worth $8.5K as of Q1 2026.
Barrow, Hanley, Mewhinney & Strauss bought 16 Polaris shares in Q1 2026, an estimated $1K.
Polaris made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #237 holding.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Polaris in Q1 2017 and has held it in 10 quarters since.
Barrow, Hanley, Mewhinney & Strauss's Polaris position peaked at $28K in Q4 2017.
445 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.