EI
PII icon

Ethic Inc’s Polaris PII Stock Holding History

Ethic Inc’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 		$484K Sell
7,079
-246
-3% -$15.8K 0.01% 953
2026
Q1 		$399K Buy
7,325
+39
+0.5% +$2.44K 0.01% 960
2025
Q4 		$461K Sell
7,286
-747
-9% -$49.2K 0.01% 876
2025
Q3 		$467K Sell
8,033
-2,072
-21% -$112K 0.01% 858
2025
Q2 		$414K Buy
+10,105
New +$381K 0.01% 883
2024
Q4 		– Sell
-2,110
Closed -$211K – 1208
2024
Q3 		$211K Buy
+2,110
New +$171K 0.01% 992
2024
Q2 		– Sell
-2,110
Closed -$211K – 1165
2024
Q1 		$211K Buy
+2,110
New +$194K 0.01% 991
2023
Q4 		– Sell
-2,525
Closed -$263K – 1089
2023
Q3 		$263K Sell
2,525
-2,005
-44% -$238K 0.01% 848
2023
Q2 		$548K Buy
4,530
+559
+14% +$61.8K 0.02% 623
2023
Q1 		$439K Buy
3,971
+1,385
+54% +$153K 0.02% 683
2022
Q4 		$261K Sell
2,586
-4,184
-62% -$436K 0.01% 759
2022
Q3 		$648K Buy
6,770
+379
+6% +$42.5K 0.04% 428
2022
Q2 		$634K Buy
6,391
+3,606
+129% +$374K 0.04% 414
2022
Q1 		$293K Buy
+2,785
New +$317K 0.02% 612

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's PII Position: Q2 2026 in Review

Ethic Inc reduced its Polaris (PII) stake by 3.4% in Q2 2026, selling an estimated $15.8K and leaving 7,079 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #953.

Ethic Inc first reported a position in PII in Q1 2022 and has held it in 14 quarters since. The position peaked at $648K in Q3 2022. 141 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Ethic Inc held 7,079 shares of Polaris worth $484K as of Q2 2026.
  • Ethic Inc sold 246 Polaris shares in Q2 2026, an estimated $15.8K.
  • Polaris made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #953 holding.
  • Ethic Inc first reported a position in Polaris in Q1 2022 and has held it in 14 quarters since.
  • Ethic Inc's Polaris position peaked at $648K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.