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Summit Securities Group’s Polaris PII Stock Holding History

Summit Securities Group’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 		– Sell
-2,200
Closed -$139K – 1307
2025
Q4 		$139K Buy
+2,200
New +$145K 0.02% 399
2023
Q1 		– Sell
-2,979
Closed -$301K – 1172
2022
Q4 		$301K Buy
+2,979
New +$310K 0.01% 386
2015
Q4 		– Sell
-800
Closed -$84.8K – 403
2015
Q3 		$96K Sell
800
-200
-20% -$27.1K 0.07% 121
2015
Q2 		$148K Sell
1,000
-300
-23% -$43.2K 0.07% 91
2015
Q1 		$183K Sell
1,300
-8,700
-87% -$1.28M 0.14% 89
2014
Q4 		$1.51M Buy
10,000
+8,600
+614% +$1.29M 0.43% 49
2014
Q3 		$210K Buy
+1,400
New +$202K 0.06% 207

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's PII Position: Q1 2026 in Review

Summit Securities Group sold out of Polaris (PII) in Q1 2026, closing a stake of 2,200 shares — an estimated $139K sold.

Summit Securities Group first reported a position in PII in Q3 2014 and held it in 7 quarters. The position peaked at $1.51M in Q4 2014. 447 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Summit Securities Group reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,200 Polaris shares in Q1 2026, an estimated $139K.
  • Summit Securities Group first reported a position in Polaris in Q3 2014 and held it in 7 quarters.
  • Summit Securities Group's Polaris position peaked at $1.51M in Q4 2014.
  • 447 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.