Raymond James Financial
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Raymond James Financial’s Polaris PII Stock Holding History

Raymond James Financial’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 		$4.58M Buy
66,926
+3,346
+5% +$216K ﹤0.01% 2803
2026
Q1 		$3.47M Sell
63,580
-9,663
-13% -$605K ﹤0.01% 2904
2025
Q4 		$4.63M Sell
73,243
-8,564
-10% -$564K ﹤0.01% 2576
2025
Q3 		$4.76M Buy
81,807
+1,822
+2% +$98.2K ﹤0.01% 2490
2025
Q2 		$3.25M Sell
79,985
-180,095
-69% -$6.79M ﹤0.01% 2698
2025
Q1 		$10.6M Sell
260,080
-117,838
-31% -$5.61M ﹤0.01% 1768
2024
Q4 		$21.8M Buy
+377,918
New +$26.3M 0.01% 1240

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 $3.38T AUM 44.17% 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

Raymond James Financial's PII Position: Q2 2026 in Review

Raymond James Financial increased its Polaris (PII) stake by 5.3% in Q2 2026, buying an estimated $216K and bringing the position to 66,926 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Raymond James Financial first reported a position in PII in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8M in Q4 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Raymond James Financial held 66,926 shares of Polaris worth $4.58M as of Q2 2026.
  • Raymond James Financial bought 3,346 Polaris shares in Q2 2026, an estimated $216K.
  • Polaris made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2803 holding.
  • Raymond James Financial first reported a position in Polaris in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Polaris position peaked at $21.8M in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.