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Spire Wealth Management’s Polaris PII Stock Holding History

Spire Wealth Management’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 		$1.3K Buy
+19
New +$1.22K ﹤0.01% 2093
2025
Q1 		– Sell
-70
Closed -$4.03K – 2556
2024
Q4 		$4.03K Sell
70
-277
-80% -$19.3K ﹤0.01% 2103
2024
Q3 		$28.9K Buy
347
+293
+543% +$23.8K ﹤0.01% 1322
2024
Q2 		$4.23K Sell
54
-161
-75% -$13.6K ﹤0.01% 1868
2024
Q1 		$21.5K Buy
215
+200
+1,333% +$18.4K ﹤0.01% 1496
2023
Q4 		$1.4K Sell
15
-256
-94% -$23.4K ﹤0.01% 2213
2023
Q3 		$28.2K Sell
271
-231
-46% -$27.4K ﹤0.01% 1377
2023
Q2 		$60.7K Hold
502
– – ﹤0.01% 1127
2023
Q1 		$55.5K Buy
502
+11
+2% +$1.22K ﹤0.01% 1158
2022
Q4 		$50K Buy
491
+61
+14% +$6.36K ﹤0.01% 992
2022
Q3 		$41K Buy
430
+249
+138% +$27.9K ﹤0.01% 1026
2022
Q2 		$18K Sell
181
-124
-41% -$12.8K ﹤0.01% 1719
2022
Q1 		$32K Sell
305
-108
-26% -$12.3K ﹤0.01% 1621
2021
Q4 		$45K Buy
413
+108
+35% +$12.7K ﹤0.01% 1788
2021
Q3 		$36K Buy
+305
New +$38.8K ﹤0.01% 1609
2021
Q2 		– Hold
0
– – – 1551

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 $3.37T AUM 44.26% 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

Spire Wealth Management's PII Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Polaris (PII) in Q2 2026: 19 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #2093 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in PII as recently as Q4 2024.

Spire Wealth Management first reported a position in PII in Q3 2021 and has held it in 15 quarters since. The position peaked at $60.7K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Spire Wealth Management held 19 shares of Polaris worth $1.3K as of Q2 2026.
  • Polaris was a new Spire Wealth Management position in Q2 2026.
  • Polaris made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2093 holding.
  • Spire Wealth Management first reported a position in Polaris in Q3 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Polaris position peaked at $60.7K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.