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JFS Wealth Advisors’s Polaris PII Stock Holding History

JFS Wealth 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
Q2 		$1.37K Hold
20
– – ﹤0.01% 1723
2026
Q1 		$1.09K Sell
20
-17
-46% -$1.06K ﹤0.01% 1654
2025
Q4 		$2.34K Buy
+37
New +$2.44K ﹤0.01% 1500
2025
Q1 		– Sell
-1
Closed -$58 – 1979
2024
Q4 		$58 Sell
1
-20
-95% -$1.39K ﹤0.01% 1906
2024
Q3 		$1.75K Sell
21
-4
-16% -$325 ﹤0.01% 1545
2024
Q2 		$1.96K Buy
25
+2
+9% +$169 ﹤0.01% 1438
2024
Q1 		$2.3K Hold
23
– – ﹤0.01% 1391
2023
Q4 		$2.18K Sell
23
-12
-34% -$1.1K ﹤0.01% 1394
2023
Q3 		$3.65K Sell
35
-3
-8% -$356 ﹤0.01% 1127
2023
Q2 		$4.6K Sell
38
-4
-10% -$442 ﹤0.01% 1044
2023
Q1 		$4.65K Buy
42
+2
+5% +$222 ﹤0.01% 1014
2022
Q4 		$4.04K Sell
40
-6
-13% -$625 ﹤0.01% 1077
2022
Q3 		$4K Buy
46
+12
+35% +$1.34K ﹤0.01% 1096
2022
Q2 		$3K Buy
34
+3
+10% +$311 ﹤0.01% 1219
2022
Q1 		$3K Buy
31
+19
+158% +$2.17K ﹤0.01% 1296
2021
Q4 		$1K Buy
+12
New +$1.41K ﹤0.01% 1507
2021
Q1 		– Sell
-58
Closed -$6K – 618
2020
Q4 		$6K Hold
58
– – ﹤0.01% 455
2020
Q3 		$5K Hold
58
– – ﹤0.01% 449
2020
Q2 		$5K Hold
58
– – ﹤0.01% 432
2020
Q1 		$3K Hold
58
– – ﹤0.01% 418
2019
Q4 		$6K Hold
58
– – ﹤0.01% 397
2019
Q3 		$5K Hold
58
– – ﹤0.01% 403
2019
Q2 		$5K Hold
58
– – ﹤0.01% 404
2019
Q1 		$5K Hold
58
– – ﹤0.01% 394
2018
Q4 		$4K Hold
58
– – ﹤0.01% 398
2018
Q3 		$6K Hold
58
– – ﹤0.01% 449
2018
Q2 		$7K Buy
+58
New +$6.79K ﹤0.01% 394

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

JFS Wealth Advisors's PII Position: Q2 2026 in Review

JFS Wealth Advisors held its Polaris (PII) position steady in Q2 2026 at 20 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

JFS Wealth Advisors first reported a position in PII in Q2 2018 and has held it in 27 quarters since. The position peaked at $7K in Q2 2018. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • JFS Wealth Advisors held 20 shares of Polaris worth $1.37K as of Q2 2026.
  • JFS Wealth Advisors left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1723 holding.
  • JFS Wealth Advisors first reported a position in Polaris in Q2 2018 and has held it in 27 quarters since.
  • JFS Wealth Advisors's Polaris position peaked at $7K in Q2 2018.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.