IAA
PII icon

Independent Advisor Alliance’s Polaris PII Stock Holding History

Independent Advisor Alliance’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 		$230K Buy
+3,356
New +$216K 0.01% 920
2026
Q1 		– Sell
-3,376
Closed -$214K – 1646
2025
Q4 		$214K Buy
+3,376
New +$222K 0.01% 917
2024
Q2 		– Sell
-2,211
Closed -$221K – 733
2024
Q1 		$221K Hold
2,211
– – 0.01% 643
2023
Q4 		$210K Hold
2,211
– – 0.01% 635
2023
Q3 		$230K Hold
2,211
– – 0.01% 582
2023
Q2 		$267K Hold
2,211
– – 0.01% 549
2023
Q1 		$245K Buy
+2,211
New +$245K 0.01% 563

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

Independent Advisor Alliance's PII Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Polaris (PII) in Q2 2026: 3,356 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PII as recently as Q4 2025.

Independent Advisor Alliance first reported a position in PII in Q1 2023 and has held it in 7 quarters since. The position peaked at $267K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Independent Advisor Alliance held 3,356 shares of Polaris worth $230K as of Q2 2026.
  • Polaris was a new Independent Advisor Alliance position in Q2 2026.
  • Polaris made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #920 holding.
  • Independent Advisor Alliance first reported a position in Polaris in Q1 2023 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Polaris position peaked at $267K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.