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Global Retirement Partners’s Polaris PII Stock Holding History

Global Retirement 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
2025
Q4 		$5.19K Buy
82
+47
+134% +$3.1K ﹤0.01% 3429
2025
Q3 		$2.04K Hold
35
– – ﹤0.01% 3328
2025
Q2 		$1.42K Buy
+35
New +$1.32K ﹤0.01% 3354
2024
Q4 		$17K Buy
295
+141
+92% +$9.81K ﹤0.01% 2177
2024
Q3 		$12.8K Buy
154
+77
+100% +$6.26K ﹤0.01% 2190
2024
Q2 		$6.03K Buy
77
+52
+208% +$4.41K ﹤0.01% 2527
2024
Q1 		$2.5K Buy
25
+23
+1,150% +$2.11K ﹤0.01% 2660
2023
Q4 		$176 Hold
2
– – ﹤0.01% 3238
2023
Q3 		$197 Hold
2
– – ﹤0.01% 3108
2023
Q2 		$242 Hold
2
– – ﹤0.01% 3079
2023
Q1 		$214 Buy
2
+1
+100% +$111 ﹤0.01% 3079
2022
Q4 		$101 Hold
1
– – ﹤0.01% 2971
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2908
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2838
2022
Q1 		$0 Buy
+1
New +$114 ﹤0.01% 2740
2021
Q2 		– Sell
-34
Closed -$5K – 1920
2021
Q1 		$5K Buy
+34
New +$4.14K ﹤0.01% 1481
2017
Q2 		– Sell
-20
Closed -$2K – 1163
2017
Q1 		$2K Buy
+20
New +$1.72K ﹤0.01% 1030

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Retirement Partners's PII Position: Q4 2025 in Review

Global Retirement Partners increased its Polaris (PII) stake by 134% in Q4 2025, buying an estimated $3.1K and bringing the position to 82 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

Global Retirement Partners first reported a position in PII in Q1 2017 and has held it in 17 quarters since. The position peaked at $17K in Q4 2024. 463 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Global Retirement Partners held 82 shares of Polaris worth $5.19K as of Q4 2025.
  • Global Retirement Partners bought 47 Polaris shares in Q4 2025, an estimated $3.1K.
  • Polaris made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3429 holding.
  • Global Retirement Partners first reported a position in Polaris in Q1 2017 and has held it in 17 quarters since.
  • Global Retirement Partners's Polaris position peaked at $17K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.