J.W. Cole Advisors’s Polaris PII Stock Holding History

J.W. Cole Advisors’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 Q1	–	Sell	-3,492	Closed	-$211K	–	1293
2025 Q4	$211K	Sell	3,492 -10	-0.3%	-$658	0.01%	1285
2025 Q3	$204K	Sell	3,502 -1,750	-33%	-$94.4K	﹤0.01%	1429
2025 Q2	$214K	Buy	+5,252	New	+$198K	﹤0.01%	1332

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

J.W. Cole Advisors's PII Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Polaris (PII) in Q1 2026, closing a stake of 3,492 shares — an estimated $211K sold.

J.W. Cole Advisors first reported a position in PII in Q2 2025 and held it in 3 quarters. The position peaked at $214K in Q2 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

J.W. Cole Advisors reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 3,492 Polaris shares in Q1 2026, an estimated $211K.
J.W. Cole Advisors first reported a position in Polaris in Q2 2025 and held it in 3 quarters.
J.W. Cole Advisors's Polaris position peaked at $214K in Q2 2025.
448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.