RIL
PII icon

Rothschild Investment LLC’s Polaris PII Stock Holding History

Rothschild Investment LLC’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 		$310K Buy
4,525
+4,388
+3,203% +$283K 0.01% 749
2026
Q1 		$7.47K Sell
137
-29
-17% -$1.82K ﹤0.01% 1845
2025
Q4 		$10.5K Buy
166
+36
+28% +$2.37K ﹤0.01% 1550
2025
Q3 		$7.56K Buy
130
+10
+8% +$539 ﹤0.01% 1544
2025
Q2 		$4.88K Buy
120
+91
+314% +$3.43K ﹤0.01% 1525
2025
Q1 		$1.19K Buy
+29
New +$1.38K ﹤0.01% 2234
2024
Q4 		– Sell
-10
Closed -$832 – 3030
2024
Q3 		$832 Buy
+10
New +$812 ﹤0.01% 2290
2022
Q2 		– Sell
-2,155
Closed -$227K – 500
2022
Q1 		$227K Sell
2,155
-200
-8% -$22.8K 0.02% 446
2021
Q4 		$259K Hold
2,355
– – 0.02% 430
2021
Q3 		$282K Buy
2,355
+865
+58% +$110K 0.02% 400
2021
Q2 		$204K Buy
+1,490
New +$202K 0.02% 461

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

Rothschild Investment LLC's PII Position: Q2 2026 in Review

Rothschild Investment LLC increased its Polaris (PII) stake by 3,203% in Q2 2026, buying an estimated $283K and bringing the position to 4,525 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #749.

Rothschild Investment LLC first reported a position in PII in Q2 2021 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Rothschild Investment LLC held 4,525 shares of Polaris worth $310K as of Q2 2026.
  • Rothschild Investment LLC bought 4,388 Polaris shares in Q2 2026, an estimated $283K.
  • Polaris made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #749 holding.
  • Rothschild Investment LLC first reported a position in Polaris in Q2 2021 and has held it in 11 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.