Focus Partners Wealth
PII icon

Focus Partners Wealth’s Polaris PII Stock Holding History

Focus Partners Wealth’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 		$1.23M Buy
18,020
+13,818
+329% +$890K ﹤0.01% 1560
2026
Q1 		$229K Sell
4,202
-3,362
-44% -$211K ﹤0.01% 2341
2025
Q4 		$479K Buy
7,564
+1,533
+25% +$101K ﹤0.01% 1971
2025
Q3 		$351K Sell
6,031
-2,128
-26% -$115K ﹤0.01% 1774
2025
Q2 		$332K Buy
+8,159
New +$307K ﹤0.01% 1630

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's PII Position: Q2 2026 in Review

Focus Partners Wealth increased its Polaris (PII) stake by 329% in Q2 2026, buying an estimated $890K and bringing the position to 18,020 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Focus Partners Wealth first reported a position in PII in Q2 2025 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Focus Partners Wealth held 18,020 shares of Polaris worth $1.23M as of Q2 2026.
  • Focus Partners Wealth bought 13,818 Polaris shares in Q2 2026, an estimated $890K.
  • Polaris made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1560 holding.
  • Focus Partners Wealth first reported a position in Polaris in Q2 2025 and has held it in 5 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.