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Kestra Investment Management’s Polaris PII Stock Holding History

Kestra Investment 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
Q1 		$1.04M Sell
19,077
-2,770
-13% -$173K 0.02% 204
2025
Q4 		$1.38M Sell
21,847
-1,568
-7% -$103K 0.03% 160
2025
Q3 		$1.36M Sell
23,415
-26,100
-53% -$1.41M 0.04% 164
2025
Q2 		$2.02M Buy
49,515
+26,909
+119% +$1.01M 0.03% 184
2025
Q1 		$925K Buy
+22,606
New +$1.08M 0.03% 180

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Investment Management's PII Position: Q1 2026 in Review

Kestra Investment Management reduced its Polaris (PII) stake by 13% in Q1 2026, selling an estimated $173K and leaving 19,077 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #204.

Kestra Investment Management first reported a position in PII in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2025. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Kestra Investment Management held 19,077 shares of Polaris worth $1.04M as of Q1 2026.
  • Kestra Investment Management sold 2,770 Polaris shares in Q1 2026, an estimated $173K.
  • Polaris made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #204 holding.
  • Kestra Investment Management first reported a position in Polaris in Q1 2025 and has held it in 5 quarters since.
  • Kestra Investment Management's Polaris position peaked at $2.02M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.