Kingsview Wealth Management’s Polaris PII Stock Holding History

Kingsview Wealth 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	–	Sell	-60,933	Closed	-$3.32M	–	1499
2026 Q1	$3.32M	Buy	60,933 +6,842	+13%	+$429K	0.05%	392
2025 Q4	$3.42M	Buy	+54,091	New	+$3.56M	0.05%	362
2021 Q4	–	Sell	-1,782	Closed	-$213K	–	1024
2021 Q3	$213K	Sell	1,782 -754	-30%	-$95.8K	0.01%	789
2021 Q2	$341K	Sell	2,536 -11,586	-82%	-$1.57M	0.02%	664
2021 Q1	$1.91M	Buy	+14,122	New	+$1.72M	0.11%	202
2020 Q4	–	Sell	-9,309	Closed	-$878K	–	768
2020 Q3	$878K	Buy	+9,309	New	+$917K	0.08%	253
2018 Q3	–	Sell	-1,745	Closed	-$213K	–	444
2018 Q2	$213K	Buy	+1,745	New	+$204K	0.05%	297
2018 Q1	–	Sell	-1,692	Closed	-$210K	–	409
2017 Q4	$210K	Buy	+1,692	New	+$201K	0.08%	292

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Kingsview Wealth Management's PII Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Polaris (PII) in Q2 2026, closing a stake of 60,933 shares — an estimated $3.32M sold.

Kingsview Wealth Management first reported a position in PII in Q4 2017 and held it in 8 quarters. The position peaked at $3.42M in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Kingsview Wealth Management reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 60,933 Polaris shares in Q2 2026, an estimated $3.32M.
Kingsview Wealth Management first reported a position in Polaris in Q4 2017 and held it in 8 quarters.
Kingsview Wealth Management's Polaris position peaked at $3.42M in Q4 2025.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.