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CVA Family Office’s Polaris PII Stock Holding History

CVA Family Office’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 		$8.35K Buy
122
+15
+14% +$966 ﹤0.01% 1073
2026
Q1 		$5.83K Buy
107
+65
+155% +$4.07K ﹤0.01% 1173
2025
Q4 		$2.66K Hold
42
– – ﹤0.01% 951
2025
Q3 		$2.44K Hold
42
– – ﹤0.01% 976
2025
Q2 		$1.71K Buy
+42
New +$1.58K ﹤0.01% 1014
2025
Q1 		– Sell
-8
Closed -$461 – 1446
2024
Q4 		$461 Buy
8
+2
+33% +$139 ﹤0.01% 1254
2024
Q3 		$499 Buy
+6
New +$487 ﹤0.01% 1218
2023
Q3 		– Sell
-5
Closed -$605 – 750
2023
Q2 		$605 Hold
5
– – ﹤0.01% 970
2023
Q1 		$553 Hold
5
– – ﹤0.01% 933
2022
Q4 		$505 Sell
5
-95
-95% -$9.9K ﹤0.01% 900
2022
Q3 		$10K Hold
100
– – ﹤0.01% 628
2022
Q2 		$10K Sell
100
-150
-60% -$15.5K ﹤0.01% 643
2022
Q1 		$26K Hold
250
– – 0.01% 516
2021
Q4 		$27K Buy
+250
New +$29.5K 0.01% 477
2021
Q3 		– Sell
-250
Closed -$34K – 744
2021
Q2 		$34K Hold
250
– – 0.01% 421
2021
Q1 		$33K Buy
+250
New +$30.5K 0.01% 324

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 $3.38T AUM 44.17% 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

CVA Family Office's PII Position: Q2 2026 in Review

CVA Family Office increased its Polaris (PII) stake by 14% in Q2 2026, buying an estimated $966 and bringing the position to 122 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

CVA Family Office first reported a position in PII in Q1 2021 and has held it in 16 quarters since. The position peaked at $34K in Q2 2021. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • CVA Family Office held 122 shares of Polaris worth $8.35K as of Q2 2026.
  • CVA Family Office bought 15 Polaris shares in Q2 2026, an estimated $966.
  • Polaris made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1073 holding.
  • CVA Family Office first reported a position in Polaris in Q1 2021 and has held it in 16 quarters since.
  • CVA Family Office's Polaris position peaked at $34K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.