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Cornerstone Planning Group’s Polaris PII Stock Holding History

Cornerstone Planning Group’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 		$613 Sell
8
-1
-11% -$64 ﹤0.01% 1638
2026
Q1 		$542 Buy
9
+1
+13% +$63 ﹤0.01% 1624
2025
Q4 		$525 Sell
8
-9
-53% -$593 ﹤0.01% 1499
2025
Q3 		$4.71K Buy
17
+9
+113% +$485 ﹤0.01% 967
2025
Q2 		$423 Buy
+8
New +$302 ﹤0.01% 1346
2025
Q1 		– Sell
-5
Closed -$283 – 1653
2024
Q4 		$283 Buy
+5
New +$348 ﹤0.01% 1295
2024
Q1 		– Sell
-11
Closed -$1.04K – 1172
2023
Q4 		$1.04K Hold
11
– – ﹤0.01% 712
2023
Q3 		$1.15K Hold
11
– – ﹤0.01% 763
2023
Q2 		$1.33K Buy
+11
New +$1.22K ﹤0.01% 1285
2022
Q4 		$1.33K Buy
+13
New +$1.35K ﹤0.01% 1292

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

Cornerstone Planning Group's PII Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Polaris (PII) stake by 11% in Q2 2026, selling an estimated $64 and leaving 8 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Cornerstone Planning Group first reported a position in PII in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.71K in Q3 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Polaris worth $613 as of Q2 2026.
  • Cornerstone Planning Group sold 1 Polaris share in Q2 2026, an estimated $64.
  • Polaris made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1638 holding.
  • Cornerstone Planning Group first reported a position in Polaris in Q4 2022 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Polaris position peaked at $4.71K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.