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Essential Partners’s Polaris PII Stock Holding History

Essential Partners’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 		$83.1K Buy
1,214
+63
+5% +$4.06K 0.04% 468
2026
Q1 		$62.7K Sell
1,151
-2
-0.2% -$125 0.02% 541
2025
Q4 		$72.9K Buy
1,153
+2
+0.2% +$132 0.02% 519
2025
Q3 		$66.9K Hold
1,151
– – 0.02% 529
2025
Q2 		$46.8K Buy
+1,151
New +$43.4K 0.02% 491

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

Essential Partners's PII Position: Q2 2026 in Review

Essential Partners increased its Polaris (PII) stake by 5.5% in Q2 2026, buying an estimated $4.06K and bringing the position to 1,214 shares worth $83.1K. The position accounts for 0.04% of the portfolio, ranked #468.

Essential Partners first reported a position in PII in Q2 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Essential Partners held 1,214 shares of Polaris worth $83.1K as of Q2 2026.
  • Essential Partners bought 63 Polaris shares in Q2 2026, an estimated $4.06K.
  • Polaris made up 0.04% of Essential Partners's portfolio in Q2 2026, its #468 holding.
  • Essential Partners first reported a position in Polaris in Q2 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.