Plante Moran Financial Advisors’s Polaris PII Stock Holding History

Plante Moran Financial 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	$40.9K	Hold	597	–	–	﹤0.01%	383
2026 Q1	$32.5K	Hold	597	–	–	﹤0.01%	365
2025 Q4	$37.8K	Hold	597	–	–	﹤0.01%	364
2025 Q3	$34.7K	Hold	597	–	–	﹤0.01%	389
2025 Q2	$24.3K	Hold	597	–	–	﹤0.01%	450
2025 Q1	$24.4K	Buy	+597	New	+$28.4K	﹤0.01%	452
2024 Q3	–	Sell	-800	Closed	-$62.6K	–	908
2024 Q2	$62.6K	Buy	+800	New	+$67.8K	0.01%	309
2022 Q3	–	Sell	-15	Closed	-$2K	–	1020
2022 Q2	$2K	Buy	+15	New	+$1.55K	﹤0.01%	835
2021 Q1	–	Sell	-6	Closed	-$1K	–	1092
2020 Q4	$1K	Buy	+6	New	+$574	﹤0.01%	845
2018 Q3	–	Sell	-2,048	Closed	-$250K	–	830
2018 Q2	$250K	Buy	2,048 +1,238	+153%	+$145K	0.13%	133
2018 Q1	$93K	Hold	810	–	–	0.05%	244
2017 Q4	$100K	Buy	+810	New	+$96.1K	0.06%	223
2017 Q1	–	Sell	-96	Closed	-$8K	–	992
2016 Q4	$8K	Buy	+96	New	+$7.83K	0.01%	632
2014 Q4	–	Sell	-200	Closed	-$30K	–	842
2014 Q3	$30K	Buy	+200	New	+$28.9K	0.03%	337

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

Plante Moran Financial Advisors's PII Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Polaris (PII) position steady in Q2 2026 at 597 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Plante Moran Financial Advisors first reported a position in PII in Q3 2014 and has held it in 14 quarters since. The position peaked at $250K in Q2 2018. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Plante Moran Financial Advisors held 597 shares of Polaris worth $40.9K as of Q2 2026.
Plante Moran Financial Advisors left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #383 holding.
Plante Moran Financial Advisors first reported a position in Polaris in Q3 2014 and has held it in 14 quarters since.
Plante Moran Financial Advisors's Polaris position peaked at $250K in Q2 2018.
478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.