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Kingswood Wealth Advisors’s Polaris PII Stock Holding History

Kingswood Wealth Advisors’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
2025
Q2 		– Sell
-7,866
Closed -$322K – 781
2025
Q1 		$322K Sell
7,866
-348
-4% -$16.6K 0.03% 519
2024
Q4 		$473K Buy
8,214
+3,221
+65% +$224K 0.04% 457
2024
Q3 		$416K Buy
+4,993
New +$406K 0.03% 505

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's PII Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Polaris (PII) in Q2 2025, closing a stake of 7,866 shares — an estimated $322K sold.

Kingswood Wealth Advisors first reported a position in PII in Q3 2024 and held it in 3 quarters. The position peaked at $473K in Q4 2024. 412 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,866 Polaris shares in Q2 2025, an estimated $322K.
  • Kingswood Wealth Advisors first reported a position in Polaris in Q3 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Polaris position peaked at $473K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.