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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 – 1330
2025
Q4 		$139K Buy
+2,200
New +$145K 0.02% 399
2023
Q1 		– Sell
-2,979
Closed -$301K – 1201
2022
Q4 		$301K Buy
+2,979
New +$310K 0.06% 386
2016
Q1 		– Hold
0
– – – 333
2015
Q4 		– Sell
-800
Closed -$84.8K – 425
2015
Q3 		$96K Sell
800
-200
-20% -$27.1K 0.08% 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 0.16% 89
2014
Q4 		$1.51M Buy
10,000
+8,600
+614% +$1.29M 0.44% 49
2014
Q3 		$210K Buy
+1,400
New +$202K 0.06% 207

Other funds holding PII

BlackRock
BlackRock New York $5.7T 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 $761B 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