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Consolidated Planning Corp’s Polaris PII Stock Holding History

Consolidated Planning Corp’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 		$2.2M Buy
32,185
+416
+1% +$26.8K 0.3% 57
2026
Q1 		$1.73M Buy
+31,769
New +$1.99M 0.28% 63
2025
Q1 		– Sell
-4,070
Closed -$235K – 211
2024
Q4 		$235K Buy
+4,070
New +$283K 0.03% 187
2024
Q3 		– Sell
-2,631
Closed -$206K – 214
2024
Q2 		$206K Buy
+2,631
New +$223K 0.03% 181
2021
Q4 		– Sell
-2
Closed – – 345
2021
Q3 		$0 Buy
+2
New +$254 ﹤0.01% 481

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

Consolidated Planning Corp's PII Position: Q2 2026 in Review

Consolidated Planning Corp increased its Polaris (PII) stake by 1.3% in Q2 2026, buying an estimated $26.8K and bringing the position to 32,185 shares worth $2.2M. The position accounts for 0.3% of the portfolio, ranked #57.

Consolidated Planning Corp first reported a position in PII in Q3 2021 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Consolidated Planning Corp held 32,185 shares of Polaris worth $2.2M as of Q2 2026.
  • Consolidated Planning Corp bought 416 Polaris shares in Q2 2026, an estimated $26.8K.
  • Polaris made up 0.3% of Consolidated Planning Corp's portfolio in Q2 2026, its #57 holding.
  • Consolidated Planning Corp first reported a position in Polaris in Q3 2021 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.