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Keynote Financial Services’s Polaris PII Stock Holding History

Keynote Financial 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 		$729K Sell
10,658
-189
-2% -$12.2K 0.34% 80
2026
Q1 		$591K Sell
10,847
-85
-0.8% -$5.32K 0.31% 87
2025
Q4 		$691K Sell
10,932
-25
-0.2% -$1.65K 0.39% 78
2025
Q3 		$637K Buy
10,957
+144
+1% +$7.76K 0.38% 71
2025
Q2 		$440K Buy
10,813
+103
+1% +$3.88K 0.3% 92
2025
Q1 		$438K Buy
10,710
+3,376
+46% +$161K 0.31% 85
2024
Q4 		$423K Buy
7,334
+1,240
+20% +$86.3K 0.32% 82
2024
Q3 		$507K Buy
6,094
+761
+14% +$61.8K 0.39% 73
2024
Q2 		$418K Buy
5,333
+49
+0.9% +$4.15K 0.35% 79
2024
Q1 		$529K Buy
+5,284
New +$485K 0.44% 68

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

Keynote Financial Services's PII Position: Q2 2026 in Review

Keynote Financial Services reduced its Polaris (PII) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 10,658 shares worth $729K. The position accounts for 0.34% of the portfolio, ranked #80.

Keynote Financial Services first reported a position in PII in Q1 2024 and has held it in 10 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Keynote Financial Services held 10,658 shares of Polaris worth $729K as of Q2 2026.
  • Keynote Financial Services sold 189 Polaris shares in Q2 2026, an estimated $12.2K.
  • Polaris made up 0.34% of Keynote Financial Services's portfolio in Q2 2026, its #80 holding.
  • Keynote Financial Services first reported a position in Polaris in Q1 2024 and has held it in 10 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.