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Godfrey Financial Associates’s Polaris PII Stock Holding History

Godfrey Financial Associates’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 		$821 Hold
12
– – ﹤0.01% 823
2026
Q1 		$654 Hold
12
– – ﹤0.01% 842
2025
Q4 		$759 Buy
+12
New +$790 ﹤0.01% 796

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State Street
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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

Godfrey Financial Associates's PII Position: Q2 2026 in Review

Godfrey Financial Associates held its Polaris (PII) position steady in Q2 2026 at 12 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Godfrey Financial Associates first reported a position in PII in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Godfrey Financial Associates held 12 shares of Polaris worth $821 as of Q2 2026.
  • Godfrey Financial Associates left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #823 holding.
  • Godfrey Financial Associates first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.