Grey Fox Wealth Advisors’s Polaris PII Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-30	Closed	-$1.74K	–	472
2025 Q3	$1.74K	Buy	+30	New	+$1.62K	﹤0.01%	548

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grey Fox Wealth Advisors's PII Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Polaris (PII) in Q4 2025, closing a stake of 30 shares — an estimated $1.74K sold.

Grey Fox Wealth Advisors first reported a position in PII in Q3 2025 and held it in 1 quarter. The position peaked at $1.74K in Q3 2025. 463 funds tracked by Wall St. Rank hold PII as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 30 Polaris shares in Q4 2025, an estimated $1.74K.
Grey Fox Wealth Advisors first reported a position in Polaris in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Polaris position peaked at $1.74K in Q3 2025.
463 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.