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Keating Financial Advisory Services’s Polaris PII Stock Holding History

Keating Financial Advisory Services’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 		$8.35K Buy
122
+2
+2% +$129 ﹤0.01% 1318
2026
Q1 		$6.54K Buy
120
+98
+445% +$6.14K ﹤0.01% 1300
2025
Q4 		$1.39K Buy
+22
New +$1.45K ﹤0.01% 1700

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's PII Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Polaris (PII) stake by 1.7% in Q2 2026, buying an estimated $129 and bringing the position to 122 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Keating Financial Advisory Services first reported a position in PII in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Keating Financial Advisory Services held 122 shares of Polaris worth $8.35K as of Q2 2026.
  • Keating Financial Advisory Services bought 2 Polaris shares in Q2 2026, an estimated $129.
  • Polaris made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1318 holding.
  • Keating Financial Advisory Services first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.