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Northbridge Financial Group’s Polaris PII Stock Holding History

Northbridge 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 		$540K Sell
7,891
-1,015
-11% -$65.4K 0.21% 98
2026
Q1 		$492K Sell
8,906
-68
-0.8% -$4.26K 0.21% 106
2025
Q4 		$568K Buy
+8,974
New +$591K 0.25% 88

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

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

Northbridge Financial Group reduced its Polaris (PII) stake by 11% in Q2 2026, selling an estimated $65.4K and leaving 7,891 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #98.

Northbridge Financial Group first reported a position in PII in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Northbridge Financial Group held 7,891 shares of Polaris worth $540K as of Q2 2026.
  • Northbridge Financial Group sold 1,015 Polaris shares in Q2 2026, an estimated $65.4K.
  • Polaris made up 0.21% of Northbridge Financial Group's portfolio in Q2 2026, its #98 holding.
  • Northbridge Financial Group first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's Polaris position peaked at $568K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.