Prestige Wealth Management Group’s Polaris PII Stock Holding History

Prestige Wealth Management Group’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	$2.33K	Hold	34	–	–	﹤0.01%	738
2026 Q1	$1.85K	Hold	34	–	–	﹤0.01%	755
2025 Q4	$2.15K	Hold	34	–	–	﹤0.01%	744
2025 Q3	$1.98K	Hold	34	–	–	﹤0.01%	744
2025 Q2	$1.38K	Buy	34 +24	+240%	+$905	﹤0.01%	807
2025 Q1	$410	Buy	+10	New	+$476	﹤0.01%	953
2023 Q1	–	Sell	-30	Closed	-$3.03K	–	1139
2022 Q4	$3.03K	Buy	+30	New	+$3.13K	﹤0.01%	738
2019 Q1	–	Sell	-9	Closed	-$1K	–	960
2018 Q4	$1K	Buy	+9	New	+$809	﹤0.01%	1097

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

Prestige Wealth Management Group's PII Position: Q2 2026 in Review

Prestige Wealth Management Group held its Polaris (PII) position steady in Q2 2026 at 34 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Prestige Wealth Management Group first reported a position in PII in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.03K in Q4 2022. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Prestige Wealth Management Group held 34 shares of Polaris worth $2.33K as of Q2 2026.
Prestige Wealth Management Group left its Polaris share count unchanged in Q2 2026.
Polaris made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #738 holding.
Prestige Wealth Management Group first reported a position in Polaris in Q4 2018 and has held it in 8 quarters since.
Prestige Wealth Management Group's Polaris position peaked at $3.03K in Q4 2022.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.