Cerity Partners
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Cerity Partners’s Polaris PII Stock Holding History

Cerity Partners’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 		$7.21M Buy
105,417
+8,651
+9% +$557K 0.01% 926
2026
Q1 		$5.27M Sell
96,766
-95,350
-50% -$5.97M 0.01% 980
2025
Q4 		$12.2M Buy
192,116
+96,845
+102% +$6.38M 0.02% 564
2025
Q3 		$5.54M Sell
95,271
-2,641
-3% -$142K 0.01% 807
2025
Q2 		$3.98M Buy
97,912
+44,830
+84% +$1.69M 0.01% 912
2025
Q1 		$2.17M Buy
53,082
+10,906
+26% +$519K ﹤0.01% 1089
2024
Q4 		$3.43M Buy
42,176
+612
+1% +$42.6K 0.01% 860
2024
Q3 		$3.46M Buy
41,564
+4,303
+12% +$350K 0.01% 856
2024
Q2 		$2.92M Sell
37,261
-19,193
-34% -$1.63M 0.01% 769
2024
Q1 		$5.65M Buy
56,454
+53,707
+1,955% +$4.93M 0.01% 621
2023
Q4 		$260K Sell
2,747
-3,381
-55% -$310K ﹤0.01% 1596
2023
Q3 		$638K Buy
6,128
+1,433
+31% +$170K ﹤0.01% 883
2023
Q2 		$568K Buy
4,695
+1,415
+43% +$156K ﹤0.01% 1130
2023
Q1 		$363K Buy
3,280
+1,120
+52% +$124K ﹤0.01% 1447
2022
Q4 		$218K Buy
+2,160
New +$225K ﹤0.01% 1294
2021
Q2 		– Sell
-1,576
Closed -$210K – 732
2021
Q1 		$210K Buy
+1,576
New +$192K 0.01% 649

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

Cerity Partners's PII Position: Q2 2026 in Review

Cerity Partners increased its Polaris (PII) stake by 8.9% in Q2 2026, buying an estimated $557K and bringing the position to 105,417 shares worth $7.21M. The position accounts for 0.01% of the portfolio, ranked #926.

Cerity Partners first reported a position in PII in Q1 2021 and has held it in 16 quarters since. The position peaked at $12.2M in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Cerity Partners held 105,417 shares of Polaris worth $7.21M as of Q2 2026.
  • Cerity Partners bought 8,651 Polaris shares in Q2 2026, an estimated $557K.
  • Polaris made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #926 holding.
  • Cerity Partners first reported a position in Polaris in Q1 2021 and has held it in 16 quarters since.
  • Cerity Partners's Polaris position peaked at $12.2M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.