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
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

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial's PII Position: Q1 2026 in Review

LPL Financial increased its Polaris (PII) stake by 84% in Q1 2026, buying an estimated $3.7M and bringing the position to 129,602 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

LPL Financial first reported a position in PII in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.74M in Q4 2013. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • LPL Financial held 129,602 shares of Polaris worth $7.06M as of Q1 2026.
  • LPL Financial bought 59,097 Polaris shares in Q1 2026, an estimated $3.7M.
  • Polaris made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2319 holding.
  • LPL Financial first reported a position in Polaris in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Polaris position peaked at $8.74M in Q4 2013.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.