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Basecamp Wealth Advisors’s Polaris PII Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-7
Closed -$382 – 1951
2026
Q1 		$382 Sell
7
-7
-50% -$438 ﹤0.01% 1780
2025
Q4 		$886 Buy
+14
New +$922 ﹤0.01% 1524

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

Basecamp Wealth Advisors's PII Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 7 shares — an estimated $382 sold.

Basecamp Wealth Advisors first reported a position in PII in Q4 2025 and held it in 2 quarters. The position peaked at $886 in Q4 2025. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 7 Polaris shares in Q2 2026, an estimated $382.
  • Basecamp Wealth Advisors first reported a position in Polaris in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Polaris position peaked at $886 in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.