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Benjamin Edwards Inc’s Polaris PII Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-60,575
Closed -$3.49M – 1146
2024
Q4 		$3.49M Sell
60,575
-3,363
-5% -$234K 0.05% 323
2024
Q3 		$5.32M Buy
63,938
+63,225
+8,867% +$5.14M 0.08% 253
2024
Q2 		$56K Buy
713
+2
+0.3% +$169 0.01% 484
2024
Q1 		$71K Sell
711
-22
-3% -$2.02K 0.01% 445
2023
Q4 		$69K Buy
733
+3
+0.4% +$275 0.02% 450
2023
Q3 		$76K Sell
730
-22
-3% -$2.61K 0.02% 418
2023
Q2 		$91K Sell
752
-96
-11% -$10.6K 0.02% 399
2023
Q1 		$94K Sell
848
-5
-0.6% -$554 0.02% 369
2022
Q4 		$86K Buy
853
+30
+4% +$3.13K 0.02% 371
2022
Q3 		$79K Buy
823
+26
+3% +$2.92K 0.02% 373
2022
Q2 		$79K Buy
797
+15
+2% +$1.55K 0.02% 375
2022
Q1 		$82K Buy
782
+26
+3% +$2.96K 0.02% 394
2021
Q4 		$83K Buy
756
+484
+178% +$57K 0.03% 368
2021
Q3 		$33K Buy
+272
New +$34.6K 0.02% 355
2019
Q2 		– Sell
-12
Closed -$1K – 316
2019
Q1 		$1K Buy
+12
New +$1.02K ﹤0.01% 270

Other funds holding PII

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Benjamin Edwards Inc's PII Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of Polaris (PII) in Q1 2025, closing a stake of 60,575 shares — an estimated $3.49M sold.

Benjamin Edwards Inc first reported a position in PII in Q1 2019 and held it in 15 quarters. The position peaked at $5.32M in Q3 2024. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 60,575 Polaris shares in Q1 2025, an estimated $3.49M.
  • Benjamin Edwards Inc first reported a position in Polaris in Q1 2019 and held it in 15 quarters.
  • Benjamin Edwards Inc's Polaris position peaked at $5.32M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.