Cedar Mountain Advisors
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Cedar Mountain Advisors’s Polaris PII Stock Holding History

Cedar Mountain Advisors’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
Q3 		$5.11K Hold
98
– – ﹤0.01% 639
2026
Q2 		$6.71K Hold
98
– – ﹤0.01% 608
2026
Q1 		$5.34K Buy
+98
New +$6.14K ﹤0.01% 631

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cedar Mountain Advisors's PII Position: Q3 2026 in Review

Cedar Mountain Advisors held its Polaris (PII) position steady in Q3 2026 at 98 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Cedar Mountain Advisors first reported a position in PII in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.71K in Q2 2026. 354 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Cedar Mountain Advisors held 98 shares of Polaris worth $5.11K as of Q3 2026.
  • Cedar Mountain Advisors left its Polaris share count unchanged in Q3 2026.
  • Polaris made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #639 holding.
  • Cedar Mountain Advisors first reported a position in Polaris in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Polaris position peaked at $6.71K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.