BTI
PII icon

Blue Trust Inc’s Polaris PII Stock Holding History

Blue Trust 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
2026
Q2 		$1.92K Hold
28
– – ﹤0.01% 2192
2026
Q1 		$1.53K Hold
28
– – ﹤0.01% 2188
2025
Q4 		$1.77K Hold
28
– – ﹤0.01% 2164
2025
Q3 		$1.63K Hold
28
– – ﹤0.01% 2194
2025
Q2 		$1.14K Buy
28
+13
+87% +$490 ﹤0.01% 2230
2025
Q1 		$614 Hold
15
– – ﹤0.01% 2340
2024
Q4 		$864 Sell
15
-390
-96% -$27.1K ﹤0.01% 2293
2024
Q3 		$31.7K Buy
405
+389
+2,431% +$31.6K ﹤0.01% 1760
2024
Q2 		$1.6K Buy
+16
New +$1.35K ﹤0.01% 2477
2024
Q1 		– Sell
-693
Closed -$72K – 2592
2023
Q4 		$72K Buy
693
+643
+1,286% +$58.9K ﹤0.01% 810
2023
Q3 		$6K Hold
50
– – ﹤0.01% 1595
2023
Q2 		$6K Hold
50
– – ﹤0.01% 1480
2023
Q1 		$5K Sell
50
-5
-9% -$554 ﹤0.01% 1799
2022
Q4 		$5K Buy
55
+47
+588% +$4.9K ﹤0.01% 1744
2022
Q3 		$0 Buy
+8
New +$897 ﹤0.01% 2262

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

Blue Trust Inc's PII Position: Q2 2026 in Review

Blue Trust Inc held its Polaris (PII) position steady in Q2 2026 at 28 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Blue Trust Inc first reported a position in PII in Q3 2022 and has held it in 15 quarters since. The position peaked at $72K in Q4 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Blue Trust Inc held 28 shares of Polaris worth $1.92K as of Q2 2026.
  • Blue Trust Inc left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2192 holding.
  • Blue Trust Inc first reported a position in Polaris in Q3 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's Polaris position peaked at $72K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.