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&Partners’s Polaris PII Stock Holding History

&Partners’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 		$206K Buy
+3,196
New +$206K ﹤0.01% 2367
2026
Q1 		– Sell
-3,535
Closed -$224K – 2452
2025
Q4 		$224K Sell
3,535
-91
-3% -$5.99K ﹤0.01% 2083
2025
Q3 		$211K Buy
+3,626
New +$196K ﹤0.01% 1938
2025
Q2 		– Sell
-5,042
Closed -$209K – 2026
2025
Q1 		$209K Sell
5,042
-851
-14% -$40.5K ﹤0.01% 1615
2024
Q4 		$341K Buy
5,893
+1,366
+30% +$95K ﹤0.01% 1270
2024
Q3 		$303K Buy
+4,527
New +$368K 0.01% 1095

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

&Partners's PII Position: Q2 2026 in Review

&Partners opened a new position in Polaris (PII) in Q2 2026: 3,196 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2367 among its holdings. This is a return to the name: &Partners previously reported a position in PII as recently as Q4 2025.

&Partners first reported a position in PII in Q3 2024 and has held it in 6 quarters since. The position peaked at $341K in Q4 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • &Partners held 3,196 shares of Polaris worth $206K as of Q2 2026.
  • Polaris was a new &Partners position in Q2 2026.
  • Polaris made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2367 holding.
  • &Partners first reported a position in Polaris in Q3 2024 and has held it in 6 quarters since.
  • &Partners's Polaris position peaked at $341K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.