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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial's PII Position: Q1 2026 in Review

Summit Financial increased its Polaris (PII) stake by 0.67% in Q1 2026, buying an estimated $3.07K and bringing the position to 7,315 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1069.

Summit Financial first reported a position in PII in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Summit Financial held 7,315 shares of Polaris worth $399K as of Q1 2026.
  • Summit Financial bought 49 Polaris shares in Q1 2026, an estimated $3.07K.
  • Polaris made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1069 holding.
  • Summit Financial first reported a position in Polaris in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Polaris position peaked at $460K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.