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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
2026
Q2 		$18.3K Buy
+268
New +$17.3K ﹤0.01% 3102
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 $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

Global Retirement Partners's PII Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Polaris (PII) in Q2 2026: 268 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #3102 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PII as recently as Q4 2025.

Global Retirement Partners first reported a position in PII in Q1 2017 and has held it in 18 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Global Retirement Partners held 268 shares of Polaris worth $18.3K as of Q2 2026.
  • Polaris was a new Global Retirement Partners position in Q2 2026.
  • Polaris made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3102 holding.
  • Global Retirement Partners first reported a position in Polaris in Q1 2017 and has held it in 18 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.