Stephens Consulting’s Polaris PII Stock Holding History

Stephens Consulting’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	$57.6K	Hold	910	–	–	0.02%	132
2025 Q3	$52.9K	Hold	910	–	–	0.02%	134
2025 Q2	$37K	Hold	910	–	–	0.01%	213
2025 Q1	$37.3K	Hold	910	–	–	0.01%	213
2024 Q4	$52.4K	Hold	910	–	–	0.01%	187
2024 Q3	$75.7K	Hold	910	–	–	0.02%	152
2024 Q2	$71.3K	Hold	910	–	–	0.02%	154
2024 Q1	$91.1K	Hold	910	–	–	0.03%	127
2023 Q4	$86.2K	Hold	910	–	–	0.03%	125
2023 Q3	$94.8K	Hold	910	–	–	0.04%	119
2023 Q2	$110K	Hold	910	–	–	0.04%	103
2023 Q1	$101K	Hold	910	–	–	0.06%	111
2022 Q4	$91.9K	Hold	910	–	–	0.06%	111
2022 Q3	$87K	Hold	910	–	–	0.08%	113
2022 Q2	$90.3K	Hold	910	–	–	0.07%	112
2022 Q1	$95.8K	Hold	910	–	–	0.08%	131
2021 Q4	$100K	Buy	+910	New	+$107K	0.08%	153

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 $3.37T AUM 44.26% 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

Stephens Consulting's PII Position: Q4 2025 in Review

Stephens Consulting held its Polaris (PII) position steady in Q4 2025 at 910 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #132.

Stephens Consulting first reported a position in PII in Q4 2021 and has held it in 17 quarters since. The position peaked at $110K in Q2 2023. 464 funds tracked by Wall St. Rank hold PII as of Q4 2025.

Stephens Consulting held 910 shares of Polaris worth $57.6K as of Q4 2025.
Stephens Consulting left its Polaris share count unchanged in Q4 2025.
Polaris made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #132 holding.
Stephens Consulting first reported a position in Polaris in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Polaris position peaked at $110K in Q2 2023.
464 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.