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Summit Financial’s Polaris PII Stock Holding History

Summit Financial’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 		$502K Buy
7,328
+13
+0.2% +$838 0.01% 1093
2026
Q1 		$399K Buy
7,315
+49
+0.7% +$3.07K 0.01% 1069
2025
Q4 		$460K Sell
7,266
-69
-0.9% -$4.54K 0.01% 915
2025
Q3 		$426K Sell
7,335
-935
-11% -$50.4K 0.01% 934
2025
Q2 		$336K Buy
8,270
+2,269
+38% +$85.5K 0.01% 655
2025
Q1 		$246K Buy
6,001
+858
+17% +$40.9K 0.01% 653
2024
Q4 		$296K Buy
+5,143
New +$358K 0.01% 539

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

Summit Financial's PII Position: Q2 2026 in Review

Summit Financial increased its Polaris (PII) stake by 0.18% in Q2 2026, buying an estimated $838 and bringing the position to 7,328 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #1093.

Summit Financial first reported a position in PII in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Summit Financial held 7,328 shares of Polaris worth $502K as of Q2 2026.
  • Summit Financial bought 13 Polaris shares in Q2 2026, an estimated $838.
  • Polaris made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1093 holding.
  • Summit Financial first reported a position in Polaris in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.