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New England Capital Financial Advisors’s Polaris PII Stock Holding History

New England Capital Financial Advisors’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 		$19K Buy
277
+3
+1% +$193 ﹤0.01% 213
2026
Q1 		$15K Buy
274
+3
+1% +$188 ﹤0.01% 221
2025
Q4 		$17.1K Buy
271
+3
+1% +$198 0.01% 212
2025
Q3 		$15.6K Buy
268
+3
+1% +$162 0.01% 213
2025
Q2 		$10.8K Buy
265
+4
+2% +$151 ﹤0.01% 246
2025
Q1 		$10.7K Buy
261
+4
+2% +$190 0.01% 226
2024
Q4 		$14.8K Buy
257
+3
+1% +$209 0.01% 204
2024
Q3 		$21.2K Buy
254
+2
+0.8% +$162 0.01% 173
2024
Q2 		$19.7K Buy
252
+2
+0.8% +$169 0.01% 179
2024
Q1 		$25K Buy
+250
New +$23K 0.01% 156

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 $3.38T AUM 44.17% 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

New England Capital Financial Advisors's PII Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Polaris (PII) stake by 1.1% in Q2 2026, buying an estimated $193 and bringing the position to 277 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

New England Capital Financial Advisors first reported a position in PII in Q1 2024 and has held it in 10 quarters since. The position peaked at $25K in Q1 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • New England Capital Financial Advisors held 277 shares of Polaris worth $19K as of Q2 2026.
  • New England Capital Financial Advisors bought 3 Polaris shares in Q2 2026, an estimated $193.
  • Polaris made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • New England Capital Financial Advisors first reported a position in Polaris in Q1 2024 and has held it in 10 quarters since.
  • New England Capital Financial Advisors's Polaris position peaked at $25K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.