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Paces Ferry Wealth Advisors’s Polaris PII Stock Holding History

Paces Ferry Wealth 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
Q1 		– Sell
-4,303
Closed -$272K – 139
2025
Q4 		$272K Buy
4,303
+113
+3% +$7.44K 0.11% 103
2025
Q3 		$244K Buy
+4,190
New +$226K 0.1% 105
2020
Q4 		– Sell
-220
Closed -$21K – 835
2020
Q3 		$21K Buy
+220
New +$21.7K 0.02% 331

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's PII Position: Q1 2026 in Review

Paces Ferry Wealth Advisors sold out of Polaris (PII) in Q1 2026, closing a stake of 4,303 shares — an estimated $272K sold.

Paces Ferry Wealth Advisors first reported a position in PII in Q3 2020 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Paces Ferry Wealth Advisors reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,303 Polaris shares in Q1 2026, an estimated $272K.
  • Paces Ferry Wealth Advisors first reported a position in Polaris in Q3 2020 and held it in 3 quarters.
  • Paces Ferry Wealth Advisors's Polaris position peaked at $272K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.