Greenleaf Trust
PII icon

Greenleaf Trust’s Polaris PII Stock Holding History

Greenleaf Trust’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
Q3 		– Sell
-3,139
Closed -$215K – 881
2026
Q2 		$215K Buy
+3,139
New +$202K ﹤0.01% 812
2017
Q1 		– Sell
-73,425
Closed -$6.05M – 327
2016
Q4 		$6.05M Sell
73,425
-42,196
-36% -$3.44M 0.16% 46
2016
Q3 		$8.95M Sell
115,621
-5,194
-4% -$451K 0.24% 30
2016
Q2 		$9.9M Sell
120,815
-11,830
-9% -$1.05M 0.25% 27
2016
Q1 		$13.1M Buy
132,645
+7,275
+6% +$631K 0.36% 19
2015
Q4 		$10.8M Buy
+125,370
New +$13.3M 0.33% 29

Other funds holding PII

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Greenleaf Trust's PII Position: Q3 2026 in Review

Greenleaf Trust sold out of Polaris (PII) in Q3 2026, closing a stake of 3,139 shares — an estimated $215K sold.

Greenleaf Trust first reported a position in PII in Q4 2015 and held it in 6 quarters. The position peaked at $13.1M in Q1 2016. 189 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Greenleaf Trust reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
  • Greenleaf Trust sold 3,139 Polaris shares in Q3 2026, an estimated $215K.
  • Greenleaf Trust first reported a position in Polaris in Q4 2015 and held it in 6 quarters.
  • Greenleaf Trust's Polaris position peaked at $13.1M in Q1 2016.
  • 189 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.