Orion Capital Management’s Polaris PII Stock Holding History

Orion 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 Q2	$4.72K	Hold	69	–	–	﹤0.01%	441
2026 Q1	$3.76K	Hold	69	–	–	﹤0.01%	419
2025 Q4	$4.36K	Hold	69	–	–	﹤0.01%	437
2025 Q3	$4.01K	Hold	69	–	–	﹤0.01%	450
2025 Q2	$2.81K	Hold	69	–	–	﹤0.01%	433
2025 Q1	$2.83K	Hold	69	–	–	﹤0.01%	424
2024 Q4	$3.98K	Buy	+69	New	+$4.8K	﹤0.01%	418
2024 Q2	–	Sell	-445	Closed	-$44.6K	–	487
2024 Q1	$44.6K	Hold	445	–	–	0.02%	253
2023 Q4	$42.2K	Hold	445	–	–	0.02%	263
2023 Q3	$46.3K	Buy	+445	New	+$52.9K	0.03%	236
2023 Q2	–	Sell	-445	Closed	-$49.2K	–	351
2023 Q1	$49.2K	Buy	+445	New	+$49.3K	0.03%	221

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Orion Capital Management's PII Position: Q2 2026 in Review

Orion Capital Management held its Polaris (PII) position steady in Q2 2026 at 69 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Orion Capital Management first reported a position in PII in Q1 2023 and has held it in 11 quarters since. The position peaked at $49.2K in Q1 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Orion Capital Management held 69 shares of Polaris worth $4.72K as of Q2 2026.
Orion Capital Management left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #441 holding.
Orion Capital Management first reported a position in Polaris in Q1 2023 and has held it in 11 quarters since.
Orion Capital Management's Polaris position peaked at $49.2K in Q1 2023.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.