Bullock Wealth Management’s Polaris PII Stock Holding History

Bullock Wealth 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	$42.4K	Buy	+655	New	+$42.2K	0.02%	296

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bullock Wealth Management's PII Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Polaris (PII) in Q2 2026: 655 shares worth $42.4K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

476 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Bullock Wealth Management held 655 shares of Polaris worth $42.4K as of Q2 2026.
Polaris was a new Bullock Wealth Management position in Q2 2026.
Polaris made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #296 holding.
476 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.