LC
PII icon

Lindbrook Capital’s Polaris PII Stock Holding History

Lindbrook Capital’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
Q1 		$92.8K Buy
2,267
+1,749
+338% +$83.3K 0.01% 710
2024
Q4 		$29.8K Buy
518
+387
+295% +$26.9K ﹤0.01% 1057
2024
Q3 		$10.9K Buy
131
+21
+19% +$1.71K ﹤0.01% 1630
2024
Q2 		$8.61K Buy
110
+109
+10,900% +$9.23K ﹤0.01% 1710
2024
Q1 		$100 Buy
+1
New +$92 ﹤0.01% 2611
2023
Q4 		– Sell
-24
Closed -$2.5K – 2792
2023
Q3 		$2.5K Buy
24
+5
+26% +$594 ﹤0.01% 2045
2023
Q2 		$2.3K Buy
19
+2
+12% +$221 ﹤0.01% 2102
2023
Q1 		$1.88K Hold
17
– – ﹤0.01% 2271
2022
Q4 		$1.72K Buy
17
+9
+113% +$938 ﹤0.01% 2298
2022
Q3 		$1K Hold
8
– – ﹤0.01% 2451
2022
Q2 		$1K Buy
+8
New +$829 ﹤0.01% 2328
2022
Q1 		– Sell
-41
Closed -$5K – 2586
2021
Q4 		$5K Buy
+41
New +$4.83K ﹤0.01% 1521
2020
Q2 		– Sell
-10
Closed – – 1849
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1821
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1425
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1378
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1482
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1480
2018
Q4 		$0 Buy
+10
New +$899 ﹤0.01% 1418

Other funds holding PII

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's PII Position: Q1 2025 in Review

Lindbrook Capital increased its Polaris (PII) stake by 338% in Q1 2025, buying an estimated $83.3K and bringing the position to 2,267 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #710.

Lindbrook Capital first reported a position in PII in Q4 2018 and has held it in 18 quarters since. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Lindbrook Capital held 2,267 shares of Polaris worth $92.8K as of Q1 2025.
  • Lindbrook Capital bought 1,749 Polaris shares in Q1 2025, an estimated $83.3K.
  • Polaris made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #710 holding.
  • Lindbrook Capital first reported a position in Polaris in Q4 2018 and has held it in 18 quarters since.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.