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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
Q2 		$237K Buy
+3,464
New +$223K 0.09% 123
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 $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

Paces Ferry Wealth Advisors's PII Position: Q2 2026 in Review

Paces Ferry Wealth Advisors opened a new position in Polaris (PII) in Q2 2026: 3,464 shares worth $237K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in PII as recently as Q4 2025.

Paces Ferry Wealth Advisors first reported a position in PII in Q3 2020 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Paces Ferry Wealth Advisors held 3,464 shares of Polaris worth $237K as of Q2 2026.
  • Polaris was a new Paces Ferry Wealth Advisors position in Q2 2026.
  • Polaris made up 0.09% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Paces Ferry Wealth Advisors first reported a position in Polaris in Q3 2020 and has held it in 4 quarters since.
  • Paces Ferry Wealth Advisors's Polaris position peaked at $272K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.