Kestra Private Wealth Services’s Polaris PII Stock Holding History

Kestra Private Wealth 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 Q1	–	Sell	-11,917	Closed	-$754K	–	1849
2025 Q4	$754K	Buy	+11,917	New	+$785K	0.01%	945

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

Kestra Private Wealth Services's PII Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Polaris (PII) in Q1 2026, closing a stake of 11,917 shares — an estimated $754K sold.

Kestra Private Wealth Services first reported a position in PII in Q4 2025 and held it in 1 quarter. The position peaked at $754K in Q4 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Kestra Private Wealth Services reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 11,917 Polaris shares in Q1 2026, an estimated $754K.
Kestra Private Wealth Services first reported a position in Polaris in Q4 2025 and held it in 1 quarter.
Kestra Private Wealth Services's Polaris position peaked at $754K in Q4 2025.
448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.