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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
+6
+0.9% +$387 0.02% 296
2026
Q1 		$35.5K Buy
649
+7
+1% +$438 0.02% 300
2025
Q4 		$40.6K Buy
642
+5
+0.8% +$329 0.02% 287
2025
Q3 		$39.3K Buy
637
+7
+1% +$377 0.02% 285
2025
Q2 		$28.3K Sell
630
-7
-1% -$264 0.02% 288
2025
Q1 		$26.4K Buy
637
+8
+1% +$381 0.01% 285
2024
Q4 		$36.2K Buy
629
+6
+1% +$417 0.02% 275
2024
Q3 		$51.6K Buy
623
+4
+0.6% +$325 0.03% 237
2024
Q2 		$46.6K Sell
619
-28
-4% -$2.37K 0.03% 240
2024
Q1 		$64K Buy
+647
New +$59.4K 0.04% 225

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

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

Bullock Wealth Management increased its Polaris (PII) stake by 0.92% in Q2 2026, buying an estimated $387 and bringing the position to 655 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #296.

Bullock Wealth Management first reported a position in PII in Q1 2024 and has held it in 10 quarters since. The position peaked at $64K in Q1 2024. 479 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.
  • Bullock Wealth Management bought 6 Polaris shares in Q2 2026, an estimated $387.
  • Polaris made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Bullock Wealth Management first reported a position in Polaris in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Polaris position peaked at $64K in Q1 2024.
  • 479 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.