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Caldwell Sutter Capital’s Polaris PII Stock Holding History

Caldwell Sutter Capital’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 		$26.4K Sell
386
-15
-4% -$966 0.01% 489
2026
Q1 		$21.9K Buy
401
+316
+372% +$19.8K 0.01% 473
2025
Q4 		$5.38K Sell
85
-10
-11% -$658 ﹤0.01% 624
2025
Q3 		$5.52K Hold
95
– – ﹤0.01% 622
2025
Q2 		$3.86K Buy
+95
New +$3.58K ﹤0.01% 641

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

Caldwell Sutter Capital's PII Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Polaris (PII) stake by 3.7% in Q2 2026, selling an estimated $966 and leaving 386 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #489.

Caldwell Sutter Capital first reported a position in PII in Q2 2025 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Caldwell Sutter Capital held 386 shares of Polaris worth $26.4K as of Q2 2026.
  • Caldwell Sutter Capital sold 15 Polaris shares in Q2 2026, an estimated $966.
  • Polaris made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #489 holding.
  • Caldwell Sutter Capital first reported a position in Polaris in Q2 2025 and has held it in 5 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.