BAM
PII icon

Berkshire Asset Management’s Polaris PII Stock Holding History

Berkshire Asset Management’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 		$468K Hold
6,845
– – 0.02% 189
2026
Q1 		$373K Hold
6,845
– – 0.02% 197
2025
Q4 		$433K Buy
6,845
+2,500
+58% +$165K 0.02% 186
2025
Q3 		$253K Buy
+4,345
New +$234K 0.01% 258

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berkshire Asset Management's PII Position: Q2 2026 in Review

Berkshire Asset Management held its Polaris (PII) position steady in Q2 2026 at 6,845 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #189.

Berkshire Asset Management first reported a position in PII in Q3 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Berkshire Asset Management held 6,845 shares of Polaris worth $468K as of Q2 2026.
  • Berkshire Asset Management left its Polaris share count unchanged in Q2 2026.
  • Polaris made up 0.02% of Berkshire Asset Management's portfolio in Q2 2026, its #189 holding.
  • Berkshire Asset Management first reported a position in Polaris in Q3 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.