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Financial Consulate’s Polaris PII Stock Holding History

Financial Consulate’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 		$616 Buy
+9
New +$580 ﹤0.01% 1277
2026
Q1 		– Sell
-15
Closed -$949 – 1467
2025
Q4 		$949 Buy
+15
New +$988 ﹤0.01% 1023

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

Financial Consulate's PII Position: Q2 2026 in Review

Financial Consulate opened a new position in Polaris (PII) in Q2 2026: 9 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Financial Consulate previously reported a position in PII as recently as Q4 2025.

Financial Consulate first reported a position in PII in Q4 2025 and has held it in 2 quarters since. The position peaked at $949 in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Financial Consulate held 9 shares of Polaris worth $616 as of Q2 2026.
  • Polaris was a new Financial Consulate position in Q2 2026.
  • Polaris made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1277 holding.
  • Financial Consulate first reported a position in Polaris in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's Polaris position peaked at $949 in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.