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Institute for Wealth Management’s Polaris PII Stock Holding History

Institute for 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 		$7.39K Buy
+108
New +$6.96K ﹤0.01% 1385

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's PII Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Polaris (PII) in Q2 2026: 108 shares worth $7.39K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings.

240 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Institute for Wealth Management held 108 shares of Polaris worth $7.39K as of Q2 2026.
  • Polaris was a new Institute for Wealth Management position in Q2 2026.
  • Polaris made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1385 holding.
  • 240 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.