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FORA Capital’s Polaris PII Stock Holding History

FORA Capital’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 		– Sell
-4,030
Closed -$220K – 507
2026
Q1 		$220K Buy
+4,030
New +$252K 0.02% 391
2025
Q2 		– Sell
-13,670
Closed -$560K – 658
2025
Q1 		$560K Sell
13,670
-3,615
-21% -$172K 0.06% 313
2024
Q4 		$996K Buy
17,285
+14,504
+522% +$1.01M 0.11% 201
2024
Q3 		$231K Buy
+2,781
New +$226K 0.03% 389
2024
Q1 		– Sell
-11,699
Closed -$1.11M – 538
2023
Q4 		$1.11M Sell
11,699
-5,564
-32% -$510K 0.1% 237
2023
Q3 		$1.8M Buy
17,263
+11,834
+218% +$1.41M 0.16% 168
2023
Q2 		$657K Sell
5,429
-60
-1% -$6.63K 0.09% 205
2023
Q1 		$607K Buy
+5,489
New +$608K 0.06% 326
2021
Q2 		– Sell
-3,794
Closed -$506K – 1085
2021
Q1 		$506K Buy
3,794
+2,410
+174% +$294K 0.17% 148
2020
Q4 		$132K Sell
1,384
-582
-30% -$55.7K 0.02% 600
2020
Q3 		$185K Buy
+1,966
New +$194K 0.12% 185

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

FORA Capital's PII Position: Q2 2026 in Review

FORA Capital sold out of Polaris (PII) in Q2 2026, closing a stake of 4,030 shares — an estimated $220K sold.

FORA Capital first reported a position in PII in Q3 2020 and held it in 11 quarters. The position peaked at $1.8M in Q3 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • FORA Capital reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 4,030 Polaris shares in Q2 2026, an estimated $220K.
  • FORA Capital first reported a position in Polaris in Q3 2020 and held it in 11 quarters.
  • FORA Capital's Polaris position peaked at $1.8M in Q3 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.