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Bruce G. Allen Investments’s Polaris PII Stock Holding History

Bruce G. Allen Investments’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 		$1.3K Hold
19
– – ﹤0.01% 774
2026
Q1 		$1.04K Hold
19
– – ﹤0.01% 811
2025
Q4 		$1.2K Hold
19
– – ﹤0.01% 789
2025
Q3 		$1.1K Hold
19
– – ﹤0.01% 806
2025
Q2 		$772 Sell
19
-38
-67% -$1.43K ﹤0.01% 871
2025
Q1 		$2.33K Buy
57
+48
+533% +$2.29K ﹤0.01% 683
2024
Q4 		$519 Sell
9
-2
-18% -$139 ﹤0.01% 950
2024
Q3 		$916 Buy
+11
New +$894 ﹤0.01% 835

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's PII Position: Q2 2026 in Review

Bruce G. Allen Investments held its Polaris (PII) position steady in Q2 2026 at 19 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Bruce G. Allen Investments first reported a position in PII in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.33K in Q1 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Bruce G. Allen Investments held 19 shares of Polaris worth $1.3K as of Q2 2026.
  • Bruce G. Allen Investments left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #774 holding.
  • Bruce G. Allen Investments first reported a position in Polaris in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Polaris position peaked at $2.33K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.