Corient Private Wealth
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Corient Private Wealth’s Polaris PII Stock Holding History

Corient Private Wealth’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 		$2.37M Buy
34,602
+12,043
+53% +$776K ﹤0.01% 1284
2026
Q1 		$1.21M Buy
22,559
+4,273
+23% +$268K ﹤0.01% 1536
2025
Q4 		$1.16M Buy
18,286
+6,508
+55% +$429K ﹤0.01% 1434
2025
Q3 		$685K Buy
11,778
+2,815
+31% +$152K ﹤0.01% 1627
2025
Q2 		$364K Buy
8,963
+1,909
+27% +$71.9K ﹤0.01% 1888
2025
Q1 		$289K Buy
7,054
+2,943
+72% +$140K ﹤0.01% 1876
2024
Q4 		$237K Sell
4,111
-8,658
-68% -$602K ﹤0.01% 2022
2024
Q3 		$1.06M Sell
12,769
-1,401
-10% -$114K ﹤0.01% 1375
2024
Q2 		$1.11M Buy
14,170
+763
+6% +$64.6K ﹤0.01% 1288
2024
Q1 		$1.34M Sell
13,407
-294
-2% -$27K ﹤0.01% 1211
2023
Q4 		$1.3M Sell
13,701
-1,504
-10% -$138K ﹤0.01% 1184
2023
Q3 		$1.58M Sell
15,205
-639
-4% -$75.9K ﹤0.01% 1003
2023
Q2 		$1.92M Sell
15,844
-1,885
-11% -$208K ﹤0.01% 915
2023
Q1 		$1.96M Sell
17,729
-763
-4% -$84.5K 0.01% 847
2022
Q4 		$1.87M Buy
+18,492
New +$1.93M 0.01% 723

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

Corient Private Wealth's PII Position: Q2 2026 in Review

Corient Private Wealth increased its Polaris (PII) stake by 53% in Q2 2026, buying an estimated $776K and bringing the position to 34,602 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Corient Private Wealth first reported a position in PII in Q4 2022 and has held it in 15 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Corient Private Wealth held 34,602 shares of Polaris worth $2.37M as of Q2 2026.
  • Corient Private Wealth bought 12,043 Polaris shares in Q2 2026, an estimated $776K.
  • Polaris made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1284 holding.
  • Corient Private Wealth first reported a position in Polaris in Q4 2022 and has held it in 15 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.