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Evergreen Capital Management’s Polaris PII Stock Holding History

Evergreen Capital 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 		$201K Buy
+2,942
New +$190K ﹤0.01% 1465
2025
Q2 		– Sell
-5,480
Closed -$224K – 1220
2025
Q1 		$224K Buy
+5,480
New +$261K 0.01% 928

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

Evergreen Capital Management's PII Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Polaris (PII) in Q2 2026: 2,942 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in PII as recently as Q1 2025.

Evergreen Capital Management first reported a position in PII in Q1 2025 and has held it in 2 quarters since. The position peaked at $224K in Q1 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Evergreen Capital Management held 2,942 shares of Polaris worth $201K as of Q2 2026.
  • Polaris was a new Evergreen Capital Management position in Q2 2026.
  • Polaris made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1465 holding.
  • Evergreen Capital Management first reported a position in Polaris in Q1 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Polaris position peaked at $224K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.