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Fortress Financial Group’s Polaris PII Stock Holding History

Fortress Financial Group’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
-4,306
Closed -$235K – 87
2026
Q1 		$235K Buy
4,306
+26
+0.6% +$1.63K 0.17% 74
2025
Q4 		$271K Buy
4,280
+41
+1% +$2.7K 0.2% 68
2025
Q3 		$246K Buy
+4,239
New +$229K 0.19% 70

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

Fortress Financial Group's PII Position: Q2 2026 in Review

Fortress Financial Group sold out of Polaris (PII) in Q2 2026, closing a stake of 4,306 shares — an estimated $235K sold.

Fortress Financial Group first reported a position in PII in Q3 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Fortress Financial Group reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Fortress Financial Group sold 4,306 Polaris shares in Q2 2026, an estimated $235K.
  • Fortress Financial Group first reported a position in Polaris in Q3 2025 and held it in 3 quarters.
  • Fortress Financial Group's Polaris position peaked at $271K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.