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Empowered Funds’s Polaris PII Stock Holding History

Empowered Funds’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 		$313K Sell
4,574
-6,283
-58% -$405K ﹤0.01% 1854
2026
Q1 		$592K Buy
+10,857
New +$680K ﹤0.01% 1579
2025
Q4 		– Sell
-7,272
Closed -$423K – 1671
2025
Q3 		$423K Buy
7,272
+136
+2% +$7.33K ﹤0.01% 1471
2025
Q2 		$290K Buy
+7,136
New +$269K ﹤0.01% 1522
2025
Q1 		– Sell
-21,413
Closed -$1.23M – 1751
2024
Q4 		$1.23M Buy
21,413
+5,918
+38% +$412K 0.02% 916
2024
Q3 		$1.29M Sell
15,495
-15,709
-50% -$1.28M 0.02% 835
2024
Q2 		$2.44M Buy
31,204
+18,400
+144% +$1.56M 0.04% 549
2024
Q1 		$1.28M Buy
12,804
+4,133
+48% +$380K 0.02% 767
2023
Q4 		$822K Buy
8,671
+3,110
+56% +$285K 0.02% 842
2023
Q3 		$579K Buy
+5,561
New +$661K 0.02% 862
2022
Q1 		– Sell
-45,760
Closed -$5.03M – 286
2021
Q4 		$5.03M Buy
45,760
+8,669
+23% +$1.02M 0.57% 50
2021
Q3 		$4.44M Buy
+37,091
New +$4.71M 0.57% 43

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 $3.37T AUM 44.26% 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

Empowered Funds's PII Position: Q2 2026 in Review

Empowered Funds reduced its Polaris (PII) stake by 58% in Q2 2026, selling an estimated $405K and leaving 4,574 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Empowered Funds first reported a position in PII in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.03M in Q4 2021. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Empowered Funds held 4,574 shares of Polaris worth $313K as of Q2 2026.
  • Empowered Funds sold 6,283 Polaris shares in Q2 2026, an estimated $405K.
  • Polaris made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1854 holding.
  • Empowered Funds first reported a position in Polaris in Q3 2021 and has held it in 12 quarters since.
  • Empowered Funds's Polaris position peaked at $5.03M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.