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Dogwood Wealth Management’s Polaris PII Stock Holding History

Dogwood Wealth 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
2026
Q2 		$1.92K Sell
28
-3
-10% -$193 ﹤0.01% 670
2026
Q1 		$1.69K Buy
31
+30
+3,000% +$1.88K ﹤0.01% 667
2025
Q4 		$63 Hold
1
– – ﹤0.01% 725
2025
Q3 		$58 Buy
+1
New +$54 ﹤0.01% 731

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

Dogwood Wealth Management's PII Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Polaris (PII) stake by 9.7% in Q2 2026, selling an estimated $193 and leaving 28 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Dogwood Wealth Management first reported a position in PII in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Dogwood Wealth Management held 28 shares of Polaris worth $1.92K as of Q2 2026.
  • Dogwood Wealth Management sold 3 Polaris shares in Q2 2026, an estimated $193.
  • Polaris made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Dogwood Wealth Management first reported a position in Polaris in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.