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Global Financial Private Client’s Polaris PII Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$164 – 1221
2025
Q1 		$164 Buy
4
+2
+100% +$95 ﹤0.01% 1558
2024
Q4 		$115 Buy
+2
New +$139 ﹤0.01% 1449

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Financial Private Client's PII Position: Q2 2025 in Review

Global Financial Private Client sold out of Polaris (PII) in Q2 2025, closing a stake of 4 shares — an estimated $164 sold.

Global Financial Private Client first reported a position in PII in Q4 2024 and held it in 2 quarters. The position peaked at $164 in Q1 2025. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Global Financial Private Client reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Polaris shares in Q2 2025, an estimated $164.
  • Global Financial Private Client first reported a position in Polaris in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Polaris position peaked at $164 in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.