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EverSource Wealth Advisors’s Polaris PII Stock Holding History

EverSource 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 		$154K Sell
2,252
-1,115
-33% -$71.8K 0.01% 1154
2026
Q1 		$184K Buy
3,367
+552
+20% +$34.6K 0.01% 1103
2025
Q4 		$178K Buy
2,815
+819
+41% +$53.9K 0.01% 998
2025
Q3 		$116K Sell
1,996
-148
-7% -$7.98K ﹤0.01% 1199
2025
Q2 		$87.2K Buy
2,144
+1,830
+583% +$69K ﹤0.01% 1282
2025
Q1 		$12.9K Buy
314
+246
+362% +$11.7K ﹤0.01% 1968
2024
Q4 		$3.92K Buy
68
+63
+1,260% +$4.38K ﹤0.01% 2451
2024
Q3 		$416 Buy
+5
New +$406 ﹤0.01% 2902
2024
Q2 		– Sell
-4
Closed -$341 – 3123
2024
Q1 		$341 Sell
4
-90
-96% -$8.27K ﹤0.01% 2773
2023
Q4 		$8.91K Sell
94
-14
-13% -$1.28K ﹤0.01% 1609
2023
Q3 		$11.2K Hold
108
– – ﹤0.01% 1372
2023
Q2 		$13.1K Buy
108
+104
+2,600% +$11.5K ﹤0.01% 1326
2023
Q1 		$443 Buy
+4
New +$443 ﹤0.01% 2248
2022
Q4 		– Sell
-50
Closed -$5K – 2396
2022
Q3 		$5K Hold
50
– – ﹤0.01% 1392
2022
Q2 		$5K Hold
50
– – ﹤0.01% 1281
2022
Q1 		$5K Hold
50
– – ﹤0.01% 1277
2021
Q4 		$5K Buy
+50
New +$5.89K ﹤0.01% 1273

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

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

EverSource Wealth Advisors reduced its Polaris (PII) stake by 33% in Q2 2026, selling an estimated $71.8K and leaving 2,252 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1154.

EverSource Wealth Advisors first reported a position in PII in Q4 2021 and has held it in 17 quarters since. The position peaked at $184K in Q1 2026. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • EverSource Wealth Advisors held 2,252 shares of Polaris worth $154K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,115 Polaris shares in Q2 2026, an estimated $71.8K.
  • Polaris made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1154 holding.
  • EverSource Wealth Advisors first reported a position in Polaris in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Polaris position peaked at $184K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.