Root Financial Partners
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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
Q3 		$13.7K Buy
+263
New +$17K ﹤0.01% 1754
2026
Q2 		– Sell
-176
Closed -$9.6K – 2407
2026
Q1 		$9.6K 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

Other funds holding PII

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's PII Position: Q3 2026 in Review

Root Financial Partners opened a new position in Polaris (PII) in Q3 2026: 263 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1754 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PII as recently as Q1 2026.

Root Financial Partners first reported a position in PII in Q3 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Root Financial Partners held 263 shares of Polaris worth $13.7K as of Q3 2026.
  • Polaris was a new Root Financial Partners position in Q3 2026.
  • Polaris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1754 holding.
  • Root Financial Partners first reported a position in Polaris in Q3 2025 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.