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Basepoint Wealth’s Polaris PII Stock Holding History

Basepoint 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 		$4.67K Sell
68
-25
-27% -$1.61K ﹤0.01% 474
2026
Q1 		$5.09K Buy
93
+1
+1% +$63 ﹤0.01% 483
2025
Q4 		$5.83K Buy
+92
New +$6.06K ﹤0.01% 447

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

Basepoint Wealth's PII Position: Q2 2026 in Review

Basepoint Wealth reduced its Polaris (PII) stake by 27% in Q2 2026, selling an estimated $1.61K and leaving 68 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Basepoint Wealth first reported a position in PII in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.83K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Basepoint Wealth held 68 shares of Polaris worth $4.67K as of Q2 2026.
  • Basepoint Wealth sold 25 Polaris shares in Q2 2026, an estimated $1.61K.
  • Polaris made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #474 holding.
  • Basepoint Wealth first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Polaris position peaked at $5.83K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.