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FourThought Financial Partners’s Polaris PII Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-4,020
Closed -$254K – 500
2025
Q4 		$254K Buy
4,020
+42
+1% +$2.77K 0.02% 379
2025
Q3 		$231K Buy
+3,978
New +$214K 0.02% 431

Other funds holding PII

BlackRock
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Capital World Investors
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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FourThought Financial Partners's PII Position: Q1 2026 in Review

FourThought Financial Partners sold out of Polaris (PII) in Q1 2026, closing a stake of 4,020 shares — an estimated $254K sold.

FourThought Financial Partners first reported a position in PII in Q3 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • FourThought Financial Partners reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 4,020 Polaris shares in Q1 2026, an estimated $254K.
  • FourThought Financial Partners first reported a position in Polaris in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Polaris position peaked at $254K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.