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Halbert Hargrove Global Advisors’s Polaris PII Stock Holding History

Halbert Hargrove Global 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
-35
Closed -$2.04K – 648
2025
Q3 		$2.04K Buy
+35
New +$1.89K ﹤0.01% 560

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Halbert Hargrove Global Advisors's PII Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Polaris (PII) in Q4 2025, closing a stake of 35 shares — an estimated $2.04K sold.

Halbert Hargrove Global Advisors first reported a position in PII in Q3 2025 and held it in 1 quarter. The position peaked at $2.04K in Q3 2025. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 35 Polaris shares in Q4 2025, an estimated $2.04K.
  • Halbert Hargrove Global Advisors first reported a position in Polaris in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Polaris position peaked at $2.04K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.