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Goldstone Financial Group’s Polaris PII Stock Holding History

Goldstone Financial Group’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 		$452K Sell
6,605
-512
-7% -$33K 0.04% 184
2026
Q1 		$388K Sell
7,117
-1,468
-17% -$91.9K 0.04% 182
2025
Q4 		$543K Buy
8,585
+245
+3% +$16.1K 0.06% 157
2025
Q3 		$485K Sell
8,340
-914
-10% -$49.3K 0.06% 160
2025
Q2 		$430K Buy
+9,254
New +$349K 0.06% 162

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 $3.37T AUM 44.26% 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

Goldstone Financial Group's PII Position: Q2 2026 in Review

Goldstone Financial Group reduced its Polaris (PII) stake by 7.2% in Q2 2026, selling an estimated $33K and leaving 6,605 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #184.

Goldstone Financial Group first reported a position in PII in Q2 2025 and has held it in 5 quarters since. The position peaked at $543K in Q4 2025. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Goldstone Financial Group held 6,605 shares of Polaris worth $452K as of Q2 2026.
  • Goldstone Financial Group sold 512 Polaris shares in Q2 2026, an estimated $33K.
  • Polaris made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #184 holding.
  • Goldstone Financial Group first reported a position in Polaris in Q2 2025 and has held it in 5 quarters since.
  • Goldstone Financial Group's Polaris position peaked at $543K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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