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

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

LPL Financial's PII Position: Q2 2026 in Review

LPL Financial increased its Polaris (PII) stake by 1.8% in Q2 2026, buying an estimated $153K and bringing the position to 131,970 shares worth $9.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

LPL Financial first reported a position in PII in Q2 2013 and has held it in 53 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • LPL Financial held 131,970 shares of Polaris worth $9.03M as of Q2 2026.
  • LPL Financial bought 2,368 Polaris shares in Q2 2026, an estimated $153K.
  • Polaris made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2237 holding.
  • LPL Financial first reported a position in Polaris in Q2 2013 and has held it in 53 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.