LPL Financial
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LPL Financial’s Polaris PII Stock Holding History

LPL 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
2026
Q2 		– Sell
-4,000
Closed -$218K – 6323
2026
Q1 		$218K Sell
4,000
-1,000
-20% -$62.6K ﹤0.01% 5440
2025
Q4 		$316K Buy
5,000
+1,000
+25% +$65.8K ﹤0.01% 5108
2025
Q3 		$233K Buy
+4,000
New +$216K ﹤0.01% 5241

Other funds holding PII

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial's PII Position: Q3 2026 in Review

LPL Financial increased its Polaris (PII) stake by 2.1% in Q3 2026, buying an estimated $179K and bringing the position to 134,746 shares worth $7.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

LPL Financial first reported a position in PII in Q2 2013 and has held it in 54 quarters since. The position peaked at $9.03M in Q2 2026. 189 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • LPL Financial held 134,746 shares of Polaris worth $7.03M as of Q3 2026.
  • LPL Financial bought 2,776 Polaris shares in Q3 2026, an estimated $179K.
  • Polaris made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2515 holding.
  • LPL Financial first reported a position in Polaris in Q2 2013 and has held it in 54 quarters since.
  • LPL Financial's Polaris position peaked at $9.03M in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.