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Creative Financial Designs’s Polaris PII Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-63
Closed -$3.66K – 2136
2025
Q3 		$3.66K Hold
63
– – ﹤0.01% 1594
2025
Q2 		$2.56K Sell
63
-5
-7% -$188 ﹤0.01% 1644
2025
Q1 		$2.78K Buy
68
+5
+8% +$238 ﹤0.01% 1615
2024
Q4 		$3.63K Hold
63
– – ﹤0.01% 1488
2024
Q3 		$5.24K Buy
+63
New +$5.12K ﹤0.01% 1365
2019
Q4 		– Sell
-93
Closed -$9.03K – 604
2019
Q3 		$8K Buy
93
+1
+1% +$87 ﹤0.01% 431
2019
Q2 		$8K Sell
92
-3
-3% -$273 ﹤0.01% 423
2019
Q1 		$8K Sell
95
-104
-52% -$8.82K ﹤0.01% 408
2018
Q4 		$15K Buy
199
+1
+0.5% +$90 0.01% 314
2018
Q3 		$20K Buy
198
+1
+0.5% +$112 0.01% 335
2018
Q2 		$24K Hold
197
– – 0.01% 335
2018
Q1 		$23K Buy
197
+1
+0.5% +$120 0.01% 310
2017
Q4 		$24K Buy
196
+31
+19% +$3.68K 0.02% 289
2017
Q3 		$17K Hold
165
– – 0.01% 357
2017
Q2 		$15K Hold
165
– – 0.01% 362
2017
Q1 		$14K Buy
165
+9
+6% +$775 0.01% 366
2016
Q4 		$13K Buy
+156
New +$12.7K 0.01% 373

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Financial Designs's PII Position: Q4 2025 in Review

Creative Financial Designs sold out of Polaris (PII) in Q4 2025, closing a stake of 63 shares — an estimated $3.66K sold.

Creative Financial Designs first reported a position in PII in Q4 2016 and held it in 17 quarters. The position peaked at $24K in Q2 2018. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Creative Financial Designs reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 63 Polaris shares in Q4 2025, an estimated $3.66K.
  • Creative Financial Designs first reported a position in Polaris in Q4 2016 and held it in 17 quarters.
  • Creative Financial Designs's Polaris position peaked at $24K in Q2 2018.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.