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EP Wealth Advisors’s Polaris PII Stock Holding History

EP Wealth Advisors’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 		$646K Buy
9,439
+3,880
+70% +$250K ﹤0.01% 914
2026
Q1 		$303K Buy
+5,559
New +$348K ﹤0.01% 1163

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

EP Wealth Advisors's PII Position: Q2 2026 in Review

EP Wealth Advisors increased its Polaris (PII) stake by 70% in Q2 2026, buying an estimated $250K and bringing the position to 9,439 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

EP Wealth Advisors first reported a position in PII in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • EP Wealth Advisors held 9,439 shares of Polaris worth $646K as of Q2 2026.
  • EP Wealth Advisors bought 3,880 Polaris shares in Q2 2026, an estimated $250K.
  • Polaris made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #914 holding.
  • EP Wealth Advisors first reported a position in Polaris in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.