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Integrated Wealth Concepts’s Polaris PII Stock Holding History

Integrated Wealth Concepts’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 		$351K Buy
5,126
+959
+23% +$61.8K ﹤0.01% 1884
2026
Q1 		$227K Buy
+4,167
New +$261K ﹤0.01% 2027

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

Integrated Wealth Concepts's PII Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Polaris (PII) stake by 23% in Q2 2026, buying an estimated $61.8K and bringing the position to 5,126 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Integrated Wealth Concepts first reported a position in PII in Q1 2026 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Integrated Wealth Concepts held 5,126 shares of Polaris worth $351K as of Q2 2026.
  • Integrated Wealth Concepts bought 959 Polaris shares in Q2 2026, an estimated $61.8K.
  • Polaris made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1884 holding.
  • Integrated Wealth Concepts first reported a position in Polaris in Q1 2026 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.