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Root Financial Partners’s Polaris PII Stock Holding History

Root Financial Partners’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 		– Sell
-176
Closed -$9.59K – 2407
2026
Q1 		$9.59K Buy
176
+16
+10% +$1K ﹤0.01% 1707
2025
Q4 		$10.1K Buy
160
+107
+202% +$7.04K ﹤0.01% 1488
2025
Q3 		$3.08K Buy
+53
New +$2.86K ﹤0.01% 1877

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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

Root Financial Partners's PII Position: Q2 2026 in Review

Root Financial Partners sold out of Polaris (PII) in Q2 2026, closing a stake of 176 shares — an estimated $9.59K sold.

Root Financial Partners first reported a position in PII in Q3 2025 and held it in 3 quarters. The position peaked at $10.1K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Root Financial Partners reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 176 Polaris shares in Q2 2026, an estimated $9.59K.
  • Root Financial Partners first reported a position in Polaris in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Polaris position peaked at $10.1K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.