Massachusetts Financial Services
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Massachusetts Financial Services’s Polaris PII Stock Holding History

Massachusetts Financial Services’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 		$20.2M Buy
295,478
+84,404
+40% +$5.44M 0.01% 668
2026
Q1 		$11.5M Buy
211,074
+79,963
+61% +$5.01M ﹤0.01% 717
2025
Q4 		$8.29M Buy
+131,111
New +$8.63M ﹤0.01% 724
2024
Q3 		– Sell
-48,309
Closed -$3.78M – 885
2024
Q2 		$3.78M Sell
48,309
-6,166
-11% -$522K ﹤0.01% 700
2024
Q1 		$5.45M Sell
54,475
-32,312
-37% -$2.97M ﹤0.01% 663
2023
Q4 		$8.22M Buy
86,787
+5,139
+6% +$471K ﹤0.01% 632
2023
Q3 		$8.5M Sell
81,648
-9,233
-10% -$1.1M ﹤0.01% 629
2023
Q2 		$11M Sell
90,881
-88,978
-49% -$9.83M ﹤0.01% 600
2023
Q1 		$19.9M Sell
179,859
-98,737
-35% -$10.9M 0.01% 557
2022
Q4 		$28.1M Sell
278,596
-42,547
-13% -$4.43M 0.01% 520
2022
Q3 		$30.7M Sell
321,143
-564,825
-64% -$63.3M 0.01% 520
2022
Q2 		$88M Sell
885,968
-15,703
-2% -$1.63M 0.03% 372
2022
Q1 		$95M Sell
901,671
-4,735
-0.5% -$540K 0.03% 396
2021
Q4 		$99.6M Buy
906,406
+158,417
+21% +$18.7M 0.03% 401
2021
Q3 		$89.5M Buy
747,989
+201,739
+37% +$25.6M 0.03% 405
2021
Q2 		$74.8M Buy
546,250
+107,181
+24% +$14.5M 0.02% 440
2021
Q1 		$58.6M Buy
439,069
+424,227
+2,858% +$51.7M 0.02% 464
2020
Q4 		$1.41M Sell
14,842
-6,578
-31% -$629K ﹤0.01% 772
2020
Q3 		$2.02M Buy
+21,420
New +$2.11M ﹤0.01% 717
2014
Q1 		– Sell
-328,728
Closed -$47.9M – 888
2013
Q4 		$47.9M Sell
328,728
-329,292
-50% -$44.1M 0.03% 353
2013
Q3 		$85M Sell
658,020
-377,474
-36% -$42.4M 0.05% 264
2013
Q2 		$98.4M Buy
+1,035,494
New +$93.7M 0.07% 230

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

Massachusetts Financial Services's PII Position: Q2 2026 in Review

Massachusetts Financial Services increased its Polaris (PII) stake by 40% in Q2 2026, buying an estimated $5.44M and bringing the position to 295,478 shares worth $20.2M. The position accounts for 0.01% of the portfolio, ranked #668.

Massachusetts Financial Services first reported a position in PII in Q2 2013 and has held it in 22 quarters since. The position peaked at $99.6M in Q4 2021. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Massachusetts Financial Services held 295,478 shares of Polaris worth $20.2M as of Q2 2026.
  • Massachusetts Financial Services bought 84,404 Polaris shares in Q2 2026, an estimated $5.44M.
  • Polaris made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #668 holding.
  • Massachusetts Financial Services first reported a position in Polaris in Q2 2013 and has held it in 22 quarters since.
  • Massachusetts Financial Services's Polaris position peaked at $99.6M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.