CT
PII icon

Clearstead Trust’s Polaris PII Stock Holding History

Clearstead Trust’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 		$10.1K Hold
147
– – ﹤0.01% 623
2026
Q1 		$8.01K Sell
147
-3
-2% -$188 ﹤0.01% 643
2025
Q4 		$9.49K Hold
150
– – ﹤0.01% 602
2025
Q3 		$8.72K Buy
150
+3
+2% +$162 ﹤0.01% 616
2025
Q2 		$5.98K Buy
147
+17
+13% +$641 ﹤0.01% 712
2025
Q1 		$5.32K Buy
+130
New +$6.19K ﹤0.01% 586

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

Clearstead Trust's PII Position: Q2 2026 in Review

Clearstead Trust held its Polaris (PII) position steady in Q2 2026 at 147 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Clearstead Trust first reported a position in PII in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Clearstead Trust held 147 shares of Polaris worth $10.1K as of Q2 2026.
  • Clearstead Trust left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #623 holding.
  • Clearstead Trust first reported a position in Polaris in Q1 2025 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.