Simplex Trading
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Simplex Trading’s Polaris PII Stock Holding History

Simplex Trading’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 		$705K Sell
13,519
-14,572
-52% -$941K ﹤0.01% 3144
2026
Q2 		$1.92M Buy
28,091
+15,169
+117% +$977K ﹤0.01% 2082
2026
Q1 		$704K Sell
12,922
-91
-0.7% -$5.7K ﹤0.01% 2874
2025
Q4 		$823K Sell
13,013
-35,496
-73% -$2.34M ﹤0.01% 2820
2025
Q3 		$2.82M Buy
48,509
+7,935
+20% +$428K ﹤0.01% 1983
2025
Q2 		$1.65M Buy
+40,574
New +$1.53M ﹤0.01% 2282
2025
Q1 		– Sell
-8,300
Closed -$395K – 9382
2024
Q4 		$478K Buy
+8,300
New +$578K ﹤0.01% 3589
2024
Q3 		– Sell
-15,786
Closed -$1.28M – 9310
2024
Q2 		$1.24M Buy
+15,786
New +$1.34M ﹤0.01% 2699
2024
Q1 		– Sell
-11,488
Closed -$1.06M – 9625
2023
Q4 		$1.09M Buy
+11,488
New +$1.05M ﹤0.01% 2936
2020
Q3 		– Sell
-1,029
Closed -$101K – 8318
2020
Q2 		$95K Buy
1,029
+816
+383% +$62.2K ﹤0.01% 4830
2020
Q1 		$10K Buy
+213
New +$17.5K ﹤0.01% 6478
2019
Q4 		– Sell
-4,774
Closed -$463K – 7821
2019
Q3 		$420K Buy
+4,774
New +$414K ﹤0.01% 2789
2019
Q2 		– Sell
-563
Closed -$51.3K – 7609
2019
Q1 		$47K Buy
+563
New +$47.8K ﹤0.01% 5051
2016
Q4 		– Sell
-8,617
Closed -$703K – 6359
2016
Q3 		$667K Buy
8,617
+1,394
+19% +$121K 0.05% 388
2016
Q2 		$590K Buy
7,223
+4,881
+208% +$433K 0.04% 461
2016
Q1 		$230K Sell
2,342
-17,990
-88% -$1.56M 0.02% 801
2015
Q4 		$1.75M Buy
+20,332
New +$2.16M 0.14% 120
2015
Q3 		– Sell
-97
Closed -$13.2K – 6032
2015
Q2 		$14K Sell
97
-164
-63% -$23.6K ﹤0.01% 2775
2015
Q1 		$36K Buy
+261
New +$38.5K ﹤0.01% 1812

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

Simplex Trading's PII Position: Q3 2026 in Review

Simplex Trading reduced its Polaris (PII) stake by 52% in Q3 2026, selling an estimated $941K and leaving 13,519 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

Simplex Trading first reported a position in PII in Q1 2015 and has held it in 19 quarters since. The position peaked at $2.82M in Q3 2025. 189 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Simplex Trading held 13,519 shares of Polaris worth $705K as of Q3 2026.
  • Simplex Trading sold 14,572 Polaris shares in Q3 2026, an estimated $941K.
  • Polaris made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3144 holding.
  • Simplex Trading first reported a position in Polaris in Q1 2015 and has held it in 19 quarters since.
  • Simplex Trading's Polaris position peaked at $2.82M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.