LSV Asset Management
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LSV Asset Management’s Polaris PII Stock Holding History

LSV Asset Management’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 		$2.2M Hold
32,160
– – ﹤0.01% 590
2026
Q1 		$1.75M Buy
32,160
+7,500
+30% +$470K ﹤0.01% 583
2025
Q4 		$1.56M Buy
24,660
+1,760
+8% +$116K ﹤0.01% 597
2025
Q3 		$1.33M Sell
22,900
-122,200
-84% -$6.59M ﹤0.01% 616
2025
Q2 		$5.9M Sell
145,100
-104,100
-42% -$3.92M 0.01% 452
2025
Q1 		$10.2M Sell
249,200
-61,100
-20% -$2.91M 0.02% 392
2024
Q4 		$17.9M Sell
310,300
-1,500
-0.5% -$104K 0.04% 331
2024
Q3 		$26M Sell
311,800
-25,700
-8% -$2.09M 0.06% 284
2024
Q2 		$26.4M Sell
337,500
-2,550
-0.7% -$216K 0.06% 293
2024
Q1 		$34M Buy
340,050
+78,178
+30% +$7.18M 0.07% 262
2023
Q4 		$24.8M Buy
261,872
+171,672
+190% +$15.7M 0.05% 304
2023
Q3 		$9.39M Buy
90,200
+7,500
+9% +$891K 0.02% 434
2023
Q2 		$10M Sell
82,700
-2,100
-2% -$232K 0.02% 430
2023
Q1 		$9.38M Hold
84,800
– – 0.02% 433
2022
Q4 		$8.56M Hold
84,800
– – 0.02% 440
2022
Q3 		$8.11M Sell
84,800
-900
-1% -$101K 0.02% 444
2022
Q2 		$8.51M Hold
85,700
– – 0.02% 432
2022
Q1 		$9.03M Buy
85,700
+7,600
+10% +$866K 0.02% 454
2021
Q4 		$8.58M Buy
78,100
+11,300
+17% +$1.33M 0.02% 474
2021
Q3 		$7.99M Buy
66,800
+4,600
+7% +$585K 0.01% 479
2021
Q2 		$8.52M Buy
62,200
+46,700
+301% +$6.33M 0.01% 485
2021
Q1 		$2.07M Hold
15,500
– – ﹤0.01% 658
2020
Q4 		$1.48M Buy
15,500
+3,200
+26% +$306K ﹤0.01% 704
2020
Q3 		$1.16M Buy
+12,300
New +$1.21M ﹤0.01% 715

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LSV Asset Management's PII Position: Q2 2026 in Review

LSV Asset Management held its Polaris (PII) position steady in Q2 2026 at 32,160 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #590.

LSV Asset Management first reported a position in PII in Q3 2020 and has held it in 24 quarters since. The position peaked at $34M in Q1 2024. 240 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • LSV Asset Management held 32,160 shares of Polaris worth $2.2M as of Q2 2026.
  • LSV Asset Management left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #590 holding.
  • LSV Asset Management first reported a position in Polaris in Q3 2020 and has held it in 24 quarters since.
  • LSV Asset Management's Polaris position peaked at $34M in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.