MFG
PII icon

Merit Financial Group’s Polaris PII Stock Holding History

Merit Financial Group’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 		$762K Buy
11,132
+666
+6% +$42.9K ﹤0.01% 1238
2026
Q1 		$570K Sell
10,466
-196
-2% -$12.3K ﹤0.01% 1302
2025
Q4 		$674K Sell
10,662
-101
-0.9% -$6.65K 0.01% 1121
2025
Q3 		$626K Buy
10,763
+791
+8% +$42.7K 0.01% 1056
2025
Q2 		$405K Buy
+9,972
New +$376K ﹤0.01% 1196
2020
Q2 		– Sell
-5,000
Closed -$241K – 234
2020
Q1 		$241K Buy
5,000
+238
+5% +$19.5K 0.03% 184
2019
Q4 		$484K Buy
+4,762
New +$462K 0.04% 145

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

Merit Financial Group's PII Position: Q2 2026 in Review

Merit Financial Group increased its Polaris (PII) stake by 6.4% in Q2 2026, buying an estimated $42.9K and bringing the position to 11,132 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Merit Financial Group first reported a position in PII in Q4 2019 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Merit Financial Group held 11,132 shares of Polaris worth $762K as of Q2 2026.
  • Merit Financial Group bought 666 Polaris shares in Q2 2026, an estimated $42.9K.
  • Polaris made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1238 holding.
  • Merit Financial Group first reported a position in Polaris in Q4 2019 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.