SteelPeak Wealth’s Polaris PII Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-4,717	Closed	-$274K	–	614
2025 Q3	$274K	Buy	+4,717	New	+$254K	0.01%	488

Other funds holding PII

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SteelPeak Wealth's PII Position: Q4 2025 in Review

SteelPeak Wealth sold out of Polaris (PII) in Q4 2025, closing a stake of 4,717 shares — an estimated $274K sold.

SteelPeak Wealth first reported a position in PII in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

SteelPeak Wealth reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 4,717 Polaris shares in Q4 2025, an estimated $274K.
SteelPeak Wealth first reported a position in Polaris in Q3 2025 and held it in 1 quarter.
SteelPeak Wealth's Polaris position peaked at $274K in Q3 2025.
465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.