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Independent Financial Group’s Polaris PII Stock Holding History

Independent Financial Group’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 		$1.22M Sell
17,869
-7,450
-29% -$480K 0.02% 612
2026
Q1 		$1.38M Sell
25,319
-600
-2% -$37.6K 0.03% 519
2025
Q4 		$1.64M Buy
25,919
+1,334
+5% +$87.8K 0.04% 449
2025
Q3 		$1.43M Sell
24,585
-578
-2% -$31.2K 0.03% 495
2025
Q2 		$1.02M Buy
25,163
+1,166
+5% +$43.9K 0.03% 538
2025
Q1 		$982K Buy
23,997
+6,850
+40% +$326K 0.03% 486
2024
Q4 		$988K Buy
+17,147
New +$1.19M 0.03% 481
2024
Q2 		– Sell
-6,573
Closed -$658K – 1136
2024
Q1 		$658K Sell
6,573
-400
-6% -$36.7K 0.03% 498
2023
Q4 		$661K Buy
6,973
+3,500
+101% +$321K 0.04% 483
2023
Q3 		$362K Sell
3,473
-189
-5% -$22.5K 0.02% 591
2023
Q2 		$443K Buy
3,662
+39
+1% +$4.31K 0.03% 505
2023
Q1 		$401K Sell
3,623
-100
-3% -$11.1K 0.03% 513
2022
Q4 		$376K Buy
3,723
+1,400
+60% +$146K 0.03% 502
2022
Q3 		$222K Buy
+2,323
New +$260K 0.02% 630

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 $3.37T AUM 44.26% 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 Financial Group's PII Position: Q2 2026 in Review

Independent Financial Group reduced its Polaris (PII) stake by 29% in Q2 2026, selling an estimated $480K and leaving 17,869 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #612.

Independent Financial Group first reported a position in PII in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2025. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Independent Financial Group held 17,869 shares of Polaris worth $1.22M as of Q2 2026.
  • Independent Financial Group sold 7,450 Polaris shares in Q2 2026, an estimated $480K.
  • Polaris made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #612 holding.
  • Independent Financial Group first reported a position in Polaris in Q3 2022 and has held it in 14 quarters since.
  • Independent Financial Group's Polaris position peaked at $1.64M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.