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LRI Investments’s Polaris PII Stock Holding History

LRI Investments’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 		$2.37K Buy
35
+6
+21% +$387 ﹤0.01% 1254
2026
Q1 		$1.56K Hold
29
– – ﹤0.01% 1282
2025
Q4 		$1.81K Hold
29
– – ﹤0.01% 1215
2025
Q3 		$1.67K Hold
29
– – ﹤0.01% 1219
2025
Q2 		$1.17K Hold
29
– – ﹤0.01% 1205
2025
Q1 		$1.17K Hold
29
– – ﹤0.01% 1147
2024
Q4 		$1.65K Hold
29
– – ﹤0.01% 1087
2024
Q3 		$1.93K Hold
29
– – ﹤0.01% 1073
2024
Q2 		$2.25K Hold
29
– – ﹤0.01% 1040
2024
Q1 		$2.87K Buy
+29
New +$2.66K ﹤0.01% 704

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

LRI Investments's PII Position: Q2 2026 in Review

LRI Investments increased its Polaris (PII) stake by 21% in Q2 2026, buying an estimated $387 and bringing the position to 35 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

LRI Investments first reported a position in PII in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.87K in Q1 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • LRI Investments held 35 shares of Polaris worth $2.37K as of Q2 2026.
  • LRI Investments bought 6 Polaris shares in Q2 2026, an estimated $387.
  • Polaris made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1254 holding.
  • LRI Investments first reported a position in Polaris in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Polaris position peaked at $2.87K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.