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Lantz Financial’s Polaris PII Stock Holding History

Lantz Financial’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
Q3 		– Sell
-6,638
Closed -$270K – 248
2025
Q2 		$270K Sell
6,638
-8,280
-56% -$312K 0.07% 193
2025
Q1 		$611K Sell
14,918
-698
-4% -$33.2K 0.17% 130
2024
Q4 		$900K Buy
15,616
+1,746
+13% +$121K 0.24% 99
2024
Q3 		$1.15M Sell
13,870
-570
-4% -$46.3K 0.31% 84
2024
Q2 		$1.13M Sell
14,440
-344
-2% -$29.1K 0.35% 79
2024
Q1 		$1.48M Buy
14,784
+114
+0.8% +$10.5K 0.48% 64
2023
Q4 		$1.39M Buy
14,670
+519
+4% +$47.5K 0.5% 63
2023
Q3 		$1.47M Sell
14,151
-436
-3% -$51.8K 0.59% 49
2023
Q2 		$1.76M Sell
14,587
-43
-0.3% -$4.75K 0.69% 42
2023
Q1 		$1.62M Sell
14,630
-55
-0.4% -$6.09K 0.67% 45
2022
Q4 		$1.48M Buy
14,685
+544
+4% +$56.7K 0.67% 43
2022
Q3 		$1.35M Buy
14,141
+28
+0.2% +$3.14K 0.7% 40
2022
Q2 		$1.4M Buy
14,113
+100
+0.7% +$10.4K 0.63% 49
2022
Q1 		$1.48M Buy
14,013
+343
+3% +$39.1K 0.6% 48
2021
Q4 		$1.5M Buy
13,670
+400
+3% +$47.1K 0.69% 44
2021
Q3 		$1.59M Buy
13,270
+220
+2% +$28K 0.81% 34
2021
Q2 		$1.79M Sell
13,050
-49
-0.4% -$6.64K 0.92% 27
2021
Q1 		$1.75M Sell
13,099
-237
-2% -$28.9K 1% 26
2020
Q4 		$1.27M Sell
13,336
-98
-0.7% -$9.38K 0.79% 37
2020
Q3 		$1.27M Sell
13,434
-144
-1% -$14.2K 0.85% 37
2020
Q2 		$1.26M Sell
13,578
-548
-4% -$41.8K 0.9% 35
2020
Q1 		$680K Sell
14,126
-294
-2% -$24.1K 0.53% 57
2019
Q4 		$1.47M Buy
14,420
+138
+1% +$13.4K 0.87% 38
2019
Q3 		$1.21M Buy
14,282
+187
+1% +$16.2K 0.82% 42
2019
Q2 		$1.23M Buy
14,095
+355
+3% +$32.3K 0.84% 42
2019
Q1 		$1.16M Buy
+13,740
New +$1.17M 0.84% 46

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lantz Financial's PII Position: Q3 2025 in Review

Lantz Financial sold out of Polaris (PII) in Q3 2025, closing a stake of 6,638 shares — an estimated $270K sold.

Lantz Financial first reported a position in PII in Q1 2019 and held it in 26 quarters. The position peaked at $1.79M in Q2 2021. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Lantz Financial reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Lantz Financial sold 6,638 Polaris shares in Q3 2025, an estimated $270K.
  • Lantz Financial first reported a position in Polaris in Q1 2019 and held it in 26 quarters.
  • Lantz Financial's Polaris position peaked at $1.79M in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Lantz Financial's 13F filing for Q3 2025, filed 6 Nov 2025.