Rossby Financial
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Rossby Financial’s Polaris PII Stock Holding History

Rossby 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
Q3 		$1.77K Buy
34
+14
+70% +$904 ﹤0.01% 2083
2026
Q2 		$1.37K Hold
20
– – ﹤0.01% 1834
2026
Q1 		$1.09K Buy
+20
New +$1.25K ﹤0.01% 1968

Other funds holding PII

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rossby Financial's PII Position: Q3 2026 in Review

Rossby Financial increased its Polaris (PII) stake by 70% in Q3 2026, buying an estimated $904 and bringing the position to 34 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Rossby Financial first reported a position in PII in Q1 2026 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Rossby Financial held 34 shares of Polaris worth $1.77K as of Q3 2026.
  • Rossby Financial bought 14 Polaris shares in Q3 2026, an estimated $904.
  • Polaris made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #2083 holding.
  • Rossby Financial first reported a position in Polaris in Q1 2026 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.