Concord Wealth Partners’s Polaris PII Stock Holding History

Concord Wealth 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
2025 Q3	–	Sell	-130	Closed	-$5.29K	–	872
2025 Q2	$5.29K	Buy	+130	New	+$4.9K	﹤0.01%	624
2025 Q1	–	Sell	-10	Closed	-$576	–	930
2024 Q4	$576	Buy	+10	New	+$696	﹤0.01%	851
2023 Q4	–	Sell	-636	Closed	-$66.2K	–	965
2023 Q3	$66.2K	Buy	+636	New	+$75.6K	0.01%	337
2022 Q3	–	Sell	-22	Closed	-$2K	–	855
2022 Q2	$2K	Buy	22 +12	+120%	+$1.24K	﹤0.01%	1047
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1234
2021 Q4	$1K	Buy	+10	New	+$1.18K	﹤0.01%	1251
2021 Q3	–	Sell	-10	Closed	-$1K	–	999
2021 Q2	$1K	Buy	+10	New	+$1.36K	﹤0.01%	997

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's PII Position: Q3 2025 in Review

Concord Wealth Partners sold out of Polaris (PII) in Q3 2025, closing a stake of 130 shares — an estimated $5.29K sold.

Concord Wealth Partners first reported a position in PII in Q2 2021 and held it in 7 quarters. The position peaked at $66.2K in Q3 2023. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

Concord Wealth Partners reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 130 Polaris shares in Q3 2025, an estimated $5.29K.
Concord Wealth Partners first reported a position in Polaris in Q2 2021 and held it in 7 quarters.
Concord Wealth Partners's Polaris position peaked at $66.2K in Q3 2023.
428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.