Evolution Wealth Management’s Polaris PII Stock Holding History

Evolution Wealth 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
2025 Q3	–	Sell	-53	Closed	-$2.15K	–	661
2025 Q2	$2.15K	Buy	+53	New	+$2K	﹤0.01%	517

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Management's PII Position: Q3 2025 in Review

Evolution Wealth Management sold out of Polaris (PII) in Q3 2025, closing a stake of 53 shares — an estimated $2.15K sold.

Evolution Wealth Management first reported a position in PII in Q2 2025 and held it in 1 quarter. The position peaked at $2.15K in Q2 2025. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

Evolution Wealth Management reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Management sold 53 Polaris shares in Q3 2025, an estimated $2.15K.
Evolution Wealth Management first reported a position in Polaris in Q2 2025 and held it in 1 quarter.
Evolution Wealth Management's Polaris position peaked at $2.15K in Q2 2025.
427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.