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CX Institutional’s Polaris PII Stock Holding History

CX Institutional’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
-30
Closed -$2K – 1579
2025
Q3 		$2K Buy
+30
New +$1.62K ﹤0.01% 1314
2022
Q3 		– Sell
-276
Closed -$27K – 955
2022
Q2 		$27K Buy
+276
New +$28.6K ﹤0.01% 785
2021
Q4 		– Sell
-176
Closed -$21K – 760
2021
Q3 		$21K Hold
176
– – ﹤0.01% 735
2021
Q2 		$24K Hold
176
– – ﹤0.01% 705
2021
Q1 		$23K Hold
176
– – ﹤0.01% 650
2020
Q4 		$17K Sell
176
-294
-63% -$28.1K ﹤0.01% 647
2020
Q3 		$44K Buy
470
+245
+109% +$24.1K ﹤0.01% 406
2020
Q2 		$21K Buy
225
+211
+1,507% +$16.1K ﹤0.01% 429
2020
Q1 		$1K Hold
14
– – ﹤0.01% 745
2019
Q4 		$1K Sell
14
-18
-56% -$1.75K ﹤0.01% 718
2019
Q3 		$3K Sell
32
-22
-41% -$1.91K ﹤0.01% 687
2019
Q2 		$5K Sell
54
-1,629
-97% -$148K ﹤0.01% 619
2019
Q1 		$142K Buy
+1,683
New +$143K 0.03% 236

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 $3.37T AUM 44.26% 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

CX Institutional's PII Position: Q4 2025 in Review

CX Institutional sold out of Polaris (PII) in Q4 2025, closing a stake of 30 shares — an estimated $2K sold.

CX Institutional first reported a position in PII in Q1 2019 and held it in 13 quarters. The position peaked at $142K in Q1 2019. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • CX Institutional reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 30 Polaris shares in Q4 2025, an estimated $2K.
  • CX Institutional first reported a position in Polaris in Q1 2019 and held it in 13 quarters.
  • CX Institutional's Polaris position peaked at $142K in Q1 2019.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.