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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
Q2 		$466K Sell
6,805
-12,272
-64% -$791K 0.01% 326
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
-3,494
-13% -$188K 0.04% 164
2025
Q2 		$1.09M Buy
26,909
+4,303
+19% +$162K 0.03% 178
2025
Q1 		$925K Buy
+22,606
New +$1.08M 0.03% 180

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

Kestra Investment Management's PII Position: Q2 2026 in Review

Kestra Investment Management reduced its Polaris (PII) stake by 64% in Q2 2026, selling an estimated $791K and leaving 6,805 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #326.

Kestra Investment Management first reported a position in PII in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Kestra Investment Management held 6,805 shares of Polaris worth $466K as of Q2 2026.
  • Kestra Investment Management sold 12,272 Polaris shares in Q2 2026, an estimated $791K.
  • Polaris made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #326 holding.
  • Kestra Investment Management first reported a position in Polaris in Q1 2025 and has held it in 6 quarters since.
  • Kestra Investment Management's Polaris position peaked at $1.38M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.