Sequoia Financial Advisors’s Polaris PII Stock Holding History

Sequoia Financial Advisors’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	$259K	Buy	+3,784	New	+$244K	﹤0.01%	1788
2026 Q1	–	Sell	-3,871	Closed	-$245K	–	2032
2025 Q4	$245K	Buy	+3,871	New	+$255K	﹤0.01%	1682
2020 Q3	–	Sell	-16,944	Closed	-$1.57M	–	397
2020 Q2	$1.57M	Buy	16,944 +1,746	+11%	+$133K	0.09%	111
2020 Q1	$732K	Buy	15,198 +9,326	+159%	+$765K	0.05%	147
2019 Q4	$597K	Buy	5,872 +1,787	+44%	+$173K	0.04%	196
2019 Q3	$360K	Buy	4,085 +1,713	+72%	+$149K	0.03%	249
2019 Q2	$216K	Buy	+2,372	New	+$216K	0.02%	338

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sequoia Financial Advisors's PII Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Polaris (PII) in Q2 2026: 3,784 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PII as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in PII in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.57M in Q2 2020. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Sequoia Financial Advisors held 3,784 shares of Polaris worth $259K as of Q2 2026.
Polaris was a new Sequoia Financial Advisors position in Q2 2026.
Polaris made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1788 holding.
Sequoia Financial Advisors first reported a position in Polaris in Q2 2019 and has held it in 7 quarters since.
Sequoia Financial Advisors's Polaris position peaked at $1.57M in Q2 2020.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.