Bell Investment Advisors’s Polaris PII Stock Holding History

Bell Investment 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	$7.73K	Buy	113 +9	+9%	+$580	﹤0.01%	806
2026 Q1	$5.67K	Hold	104	–	–	﹤0.01%	910
2025 Q4	$6.58K	Hold	104	–	–	﹤0.01%	870
2025 Q3	$6.05K	Hold	104	–	–	﹤0.01%	831
2025 Q2	$4.23K	Buy	104 +59	+131%	+$2.22K	﹤0.01%	1067
2025 Q1	$1.84K	Buy	45 +24	+114%	+$1.14K	﹤0.01%	1332
2024 Q4	$1.21K	Hold	21	–	–	﹤0.01%	1524
2024 Q3	$1.75K	Sell	21 -6	-22%	-$487	﹤0.01%	1403
2024 Q2	$2.12K	Buy	27 +6	+29%	+$508	﹤0.01%	1326
2024 Q1	$2.1K	Hold	21	–	–	﹤0.01%	1339
2023 Q4	$1.99K	Hold	21	–	–	﹤0.01%	1329
2023 Q3	$2.19K	Hold	21	–	–	﹤0.01%	1224
2023 Q2	$2.54K	Hold	21	–	–	﹤0.01%	1178
2023 Q1	$2.32K	Hold	21	–	–	﹤0.01%	1181
2022 Q4	$2.12K	Sell	21 -5	-19%	-$521	﹤0.01%	1261
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1186
2022 Q2	$3K	Buy	+26	New	+$2.69K	﹤0.01%	999
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	1202
2021 Q3	$3K	Buy	+21	New	+$2.67K	﹤0.01%	956

Other funds holding PII

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bell Investment Advisors's PII Position: Q2 2026 in Review

Bell Investment Advisors increased its Polaris (PII) stake by 8.7% in Q2 2026, buying an estimated $580 and bringing the position to 113 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Bell Investment Advisors first reported a position in PII in Q3 2021 and has held it in 19 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Bell Investment Advisors held 113 shares of Polaris worth $7.73K as of Q2 2026.
Bell Investment Advisors bought 9 Polaris shares in Q2 2026, an estimated $580.
Polaris made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #806 holding.
Bell Investment Advisors first reported a position in Polaris in Q3 2021 and has held it in 19 quarters since.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.