Financial Perspectives’s Polaris PII Stock Holding History

Financial Perspectives’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 Q3	$515	Hold	10	–	–	﹤0.01%	693
2026 Q2	$668	Hold	10	–	–	﹤0.01%	692
2026 Q1	$527	Hold	10	–	–	﹤0.01%	675
2025 Q4	$604	Buy	10 +1	+11%	+$66	﹤0.01%	674
2025 Q3	$549	Hold	9	–	–	﹤0.01%	677
2025 Q2	$380	Hold	9	–	–	﹤0.01%	685
2025 Q1	$376	Hold	9	–	–	﹤0.01%	687
2024 Q4	$521	Hold	9	–	–	﹤0.01%	677
2024 Q3	$745	Hold	9	–	–	﹤0.01%	631
2024 Q2	$696	Hold	9	–	–	﹤0.01%	628
2024 Q1	$882	Hold	9	–	–	﹤0.01%	612
2023 Q4	$829	Hold	9	–	–	﹤0.01%	638
2023 Q3	$904	Hold	9	–	–	﹤0.01%	640
2023 Q2	$1.04K	Hold	9	–	–	﹤0.01%	616
2023 Q1	$949	Hold	9	–	–	﹤0.01%	621
2022 Q4	$862	Buy	9 +1	+13%	+$104	﹤0.01%	626
2022 Q3	$811	Hold	8	–	–	﹤0.01%	633
2022 Q2	$837	Hold	8	–	–	﹤0.01%	637
2022 Q1	$882	Hold	8	–	–	﹤0.01%	640
2021 Q4	$915	Hold	8	–	–	﹤0.01%	609
2021 Q3	$991	Hold	8	–	–	﹤0.01%	617
2021 Q2	$1.13K	Hold	8	–	–	﹤0.01%	630
2021 Q1	$1.09K	Hold	8	–	–	﹤0.01%	601
2020 Q4	$777	Hold	8	–	–	﹤0.01%	575
2020 Q3	$765	Hold	8	–	–	﹤0.01%	536
2020 Q2	$745	Hold	8	–	–	﹤0.01%	524
2020 Q1	$385	Hold	8	–	–	﹤0.01%	507
2019 Q4	$814	Buy	+8	New	+$776	﹤0.01%	489

Other funds holding PII

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Financial Perspectives's PII Position: Q3 2026 in Review

Financial Perspectives held its Polaris (PII) position steady in Q3 2026 at 10 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Financial Perspectives first reported a position in PII in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.13K in Q2 2021. 244 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Financial Perspectives held 10 shares of Polaris worth $515 as of Q3 2026.
Financial Perspectives left its Polaris share count unchanged in Q3 2026.
Polaris made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #693 holding.
Financial Perspectives first reported a position in Polaris in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's Polaris position peaked at $1.13K in Q2 2021.
244 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.