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Birchbrook’s Polaris PII Stock Holding History

Birchbrook’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 		$3.12K Buy
46
+1
+2% +$64 ﹤0.01% 255
2026
Q1 		$2.46K Hold
45
– – ﹤0.01% 254
2025
Q4 		$2.82K Buy
45
+1
+2% +$66 ﹤0.01% 256
2025
Q3 		$2.56K Hold
44
– – ﹤0.01% 233
2025
Q2 		$1.77K Buy
44
+1
+2% +$38 ﹤0.01% 244
2025
Q1 		$1.76K Buy
43
+1
+2% +$48 ﹤0.01% 236
2024
Q4 		$2.43K Hold
42
– – ﹤0.01% 252
2024
Q3 		$3.48K Buy
42
+1
+2% +$81 ﹤0.01% 226
2024
Q2 		$3.25K Hold
41
– – ﹤0.01% 228
2024
Q1 		$4.12K Hold
41
– – ﹤0.01% 226
2023
Q4 		$3.87K Buy
+41
New +$3.76K ﹤0.01% 249

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

Birchbrook's PII Position: Q2 2026 in Review

Birchbrook increased its Polaris (PII) stake by 2.2% in Q2 2026, buying an estimated $64 and bringing the position to 46 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Birchbrook first reported a position in PII in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.12K in Q1 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Birchbrook held 46 shares of Polaris worth $3.12K as of Q2 2026.
  • Birchbrook bought 1 Polaris share in Q2 2026, an estimated $64.
  • Polaris made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #255 holding.
  • Birchbrook first reported a position in Polaris in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Polaris position peaked at $4.12K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.