CAM
PII icon

Creekmur Asset Management’s Polaris PII Stock Holding History

Creekmur Asset Management’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 		$32 Hold
1
– – ﹤0.01% 766
2025
Q2 		$22 Hold
1
– – ﹤0.01% 791
2025
Q1 		$22 Hold
1
– – ﹤0.01% 723
2024
Q4 		$31 Hold
1
– – ﹤0.01% 869
2024
Q3 		$44 Hold
1
– – ﹤0.01% 941
2024
Q2 		$41 Sell
1
-123
-99% -$10.4K ﹤0.01% 997
2024
Q1 		$12.4K Sell
124
-157
-56% -$14.4K ﹤0.01% 458
2023
Q4 		$26.6K Buy
+281
New +$25.7K 0.01% 391

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creekmur Asset Management's PII Position: Q3 2025 in Review

Creekmur Asset Management held its Polaris (PII) position steady in Q3 2025 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Creekmur Asset Management first reported a position in PII in Q4 2023 and has held it in 8 quarters since. The position peaked at $26.6K in Q4 2023. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Creekmur Asset Management held 1 share of Polaris worth $32 as of Q3 2025.
  • Creekmur Asset Management left its Polaris share count unchanged in Q3 2025.
  • Polaris made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #766 holding.
  • Creekmur Asset Management first reported a position in Polaris in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Polaris position peaked at $26.6K in Q4 2023.
  • 428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.