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HB Wealth Management’s Polaris PII Stock Holding History

HB Wealth Management’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 		$357K Buy
+5,215
New +$336K ﹤0.01% 1277
2026
Q1 		– Sell
-3,185
Closed -$201K – 1584
2025
Q4 		$201K Buy
+3,185
New +$210K ﹤0.01% 1329

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 $3.38T AUM 44.17% 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

HB Wealth Management's PII Position: Q2 2026 in Review

HB Wealth Management opened a new position in Polaris (PII) in Q2 2026: 5,215 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in PII as recently as Q4 2025.

HB Wealth Management first reported a position in PII in Q4 2025 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • HB Wealth Management held 5,215 shares of Polaris worth $357K as of Q2 2026.
  • Polaris was a new HB Wealth Management position in Q2 2026.
  • Polaris made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1277 holding.
  • HB Wealth Management first reported a position in Polaris in Q4 2025 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.