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Capital Advisors Ltd’s Polaris PII Stock Holding History

Capital Advisors Ltd’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
2025
Q2 		– Sell
-23
Closed -$1K – 1567
2025
Q1 		$1K Buy
23
+22
+2,200% +$1.05K ﹤0.01% 1247
2024
Q4 		$0 Sell
1
-13
-93% -$905 ﹤0.01% 1527
2024
Q3 		$1K Buy
14
+6
+75% +$487 ﹤0.01% 1266
2024
Q2 		$1K Buy
+8
New +$678 ﹤0.01% 1259
2023
Q4 		– Sell
-3
Closed – – 1442
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1433
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1486
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1470
2022
Q4 		$0 Buy
3
+1
+50% +$104 ﹤0.01% 1535
2022
Q3 		$0 Sell
2
-3
-60% -$336 ﹤0.01% 1447
2022
Q2 		$0 Buy
+5
New +$518 ﹤0.01% 1242
2019
Q3 		– Sell
-34,029
Closed – – 439
2019
Q2 		$0 Buy
34,029
+33,656
+9,023% +$3.06M ﹤0.01% 463
2019
Q1 		$31K Hold
373
– – 0.01% 313
2018
Q4 		$29K Hold
373
– – 0.01% 319
2018
Q3 		$38K Buy
+373
New +$41.7K 0.01% 325

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's PII Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Polaris (PII) in Q2 2025, closing a stake of 23 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in PII in Q3 2018 and held it in 14 quarters. The position peaked at $38K in Q3 2018. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 23 Polaris shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Polaris in Q3 2018 and held it in 14 quarters.
  • Capital Advisors Ltd's Polaris position peaked at $38K in Q3 2018.
  • 411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.