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Larson Financial Group’s Polaris PII Stock Holding History

Larson Financial Group’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 		$74.7K Buy
1,092
+845
+342% +$54.4K ﹤0.01% 1335
2026
Q1 		$13.5K Buy
247
+236
+2,145% +$14.8K ﹤0.01% 2065
2025
Q4 		$696 Buy
11
+3
+38% +$198 ﹤0.01% 3040
2025
Q3 		$465 Buy
+8
New +$431 ﹤0.01% 3128
2025
Q1 		– Sell
-506
Closed -$29.2K – 3179
2024
Q4 		$29.2K Buy
506
+402
+387% +$28K ﹤0.01% 1083
2024
Q3 		$8.66K Buy
104
+14
+16% +$1.14K ﹤0.01% 1535
2024
Q2 		$7.05K Sell
90
-2,312
-96% -$196K ﹤0.01% 1358
2024
Q1 		$241K Buy
2,402
+1,472
+158% +$135K 0.02% 359
2023
Q4 		$88.1K Buy
930
+529
+132% +$48.5K 0.01% 516
2023
Q3 		$41.8K Buy
401
+338
+537% +$40.2K ﹤0.01% 659
2023
Q2 		$7.62K Sell
63
-197
-76% -$21.8K ﹤0.01% 1010
2023
Q1 		$28.8K Sell
260
-22
-8% -$2.44K ﹤0.01% 662
2022
Q4 		$28.5K Buy
+282
New +$29.4K ﹤0.01% 624

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

Larson Financial Group's PII Position: Q2 2026 in Review

Larson Financial Group increased its Polaris (PII) stake by 342% in Q2 2026, buying an estimated $54.4K and bringing the position to 1,092 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Larson Financial Group first reported a position in PII in Q4 2022 and has held it in 13 quarters since. The position peaked at $241K in Q1 2024. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Larson Financial Group held 1,092 shares of Polaris worth $74.7K as of Q2 2026.
  • Larson Financial Group bought 845 Polaris shares in Q2 2026, an estimated $54.4K.
  • Polaris made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1335 holding.
  • Larson Financial Group first reported a position in Polaris in Q4 2022 and has held it in 13 quarters since.
  • Larson Financial Group's Polaris position peaked at $241K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.