MV Capital Management’s Polaris PII Stock Holding History

MV Capital 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 Q3	$2.87K	Sell	55 -1	-2%	-$65	﹤0.01%	745
2026 Q2	$3.83K	Buy	56 +1	+2%	+$64	﹤0.01%	690
2026 Q1	$3K	Hold	55	–	–	﹤0.01%	699
2025 Q4	$3.48K	Hold	55	–	–	﹤0.01%	651
2025 Q3	$3.2K	Hold	55	–	–	﹤0.01%	654
2025 Q2	$2.24K	Buy	55 +22	+67%	+$829	﹤0.01%	696
2025 Q1	$1.35K	Buy	33 +17	+106%	+$809	﹤0.01%	726
2024 Q4	$922	Buy	16 +12	+300%	+$835	﹤0.01%	758
2024 Q3	$333	Buy	4 +3	+300%	+$244	﹤0.01%	851
2024 Q2	$79	Hold	1	–	–	﹤0.01%	919
2024 Q1	$101	Hold	1	–	–	﹤0.01%	769
2023 Q4	$95	Buy	+1	New	+$92	﹤0.01%	721

Other funds holding PII

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MV Capital Management's PII Position: Q3 2026 in Review

MV Capital Management reduced its Polaris (PII) stake by 1.8% in Q3 2026, selling an estimated $65 and leaving 55 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

MV Capital Management first reported a position in PII in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.83K in Q2 2026. 201 funds tracked by Wall St. Rank hold PII as of Q3 2026.

MV Capital Management held 55 shares of Polaris worth $2.87K as of Q3 2026.
MV Capital Management sold 1 Polaris share in Q3 2026, an estimated $65.
Polaris made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #745 holding.
MV Capital Management first reported a position in Polaris in Q4 2023 and has held it in 12 quarters since.
MV Capital Management's Polaris position peaked at $3.83K in Q2 2026.
201 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.