PIA
BAI

Polaris Investment Advisors’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Polaris Investment Advisors’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.95M Sell
93,827
-14,910
-14% -$677K 3.17% 8
2026
Q1 		$3.58M Buy
108,737
+6,673
+7% +$229K 2.61% 12
2025
Q4 		$3.4M Buy
+102,064
New +$3.54M 2.46% 13

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Polaris Investment Advisors's BAI Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 14% in Q2 2026, selling an estimated $677K and leaving 93,827 shares worth $4.95M. The position accounts for 3.17% of the portfolio, ranked #8.

Polaris Investment Advisors first reported a position in BAI in Q4 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Polaris Investment Advisors held 93,827 shares of iShares A.I. Innovation and Tech Active ETF worth $4.95M as of Q2 2026.
  • Polaris Investment Advisors sold 14,910 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $677K.
  • iShares A.I. Innovation and Tech Active ETF made up 3.17% of Polaris Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Polaris Investment Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.