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Principal Securities’s Polaris PII Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-496
Closed -$28.8K – 2915
2025
Q3 		$28.8K Buy
496
+9
+2% +$485 ﹤0.01% 2237
2025
Q2 		$19.8K Sell
487
-1,105
-69% -$41.6K ﹤0.01% 2325
2025
Q1 		$91.7K Hold
1,592
– – ﹤0.01% 1478
2024
Q4 		$91.7K Sell
1,592
-3
-0.2% -$209 ﹤0.01% 1476
2024
Q3 		$133K Sell
1,595
-239
-13% -$19.4K ﹤0.01% 1266
2024
Q2 		$144K Buy
1,834
+396
+28% +$33.5K ﹤0.01% 1183
2024
Q1 		$144K Buy
1,438
+11
+0.8% +$1.01K ﹤0.01% 1144
2023
Q4 		$135K Buy
+1,427
New +$131K 0.01% 1083

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Securities's PII Position: Q4 2025 in Review

Principal Securities sold out of Polaris (PII) in Q4 2025, closing a stake of 496 shares — an estimated $28.8K sold.

Principal Securities first reported a position in PII in Q4 2023 and held it in 8 quarters. The position peaked at $144K in Q1 2024. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Principal Securities reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 496 Polaris shares in Q4 2025, an estimated $28.8K.
  • Principal Securities first reported a position in Polaris in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Polaris position peaked at $144K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.