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Private Wealth Management Group’s Polaris PII Stock Holding History

Private 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 		$2.19K Hold
32
– – ﹤0.01% 1135
2026
Q1 		$1.74K Sell
32
-32
-50% -$2K ﹤0.01% 1127
2025
Q4 		$4.05K Hold
64
– – ﹤0.01% 859
2025
Q3 		$3.72K Buy
64
+32
+100% +$1.73K ﹤0.01% 907
2025
Q2 		$1.3K Sell
32
-154
-83% -$5.8K ﹤0.01% 1200
2025
Q1 		$7.62K Buy
186
+176
+1,760% +$8.38K ﹤0.01% 568
2024
Q4 		$577 Sell
10
-22
-69% -$1.53K ﹤0.01% 1421
2024
Q3 		$2.66K Buy
32
+18
+129% +$1.46K ﹤0.01% 966
2024
Q2 		$1.1K Hold
14
– – ﹤0.01% 1250
2024
Q1 		$1.4K Hold
14
– – ﹤0.01% 1122
2023
Q4 		$1.33K Buy
+14
New +$1.28K ﹤0.01% 1163

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

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

Private Wealth Management Group held its Polaris (PII) position steady in Q2 2026 at 32 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Private Wealth Management Group first reported a position in PII in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.62K in Q1 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Private Wealth Management Group held 32 shares of Polaris worth $2.19K as of Q2 2026.
  • Private Wealth Management Group left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1135 holding.
  • Private Wealth Management Group first reported a position in Polaris in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Polaris position peaked at $7.62K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.