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Summit Trail Advisors’s Polaris PII Stock Holding History

Summit Trail Advisors’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 		$1.78M Sell
25,971
-10,694
-29% -$689K 0.02% 685
2026
Q1 		$2M Buy
36,665
+15,999
+77% +$1M 0.03% 526
2025
Q4 		$1.31M Sell
20,666
-1,394
-6% -$91.8K 0.02% 661
2025
Q3 		$1.28M Buy
22,060
+14,960
+211% +$807K 0.02% 691
2025
Q2 		$289K Buy
+7,100
New +$268K 0.01% 937
2018
Q1 		– Sell
-250
Closed -$34K – 1325
2017
Q4 		$34K Buy
+250
New +$29.7K ﹤0.01% 916

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 Trail Advisors's PII Position: Q2 2026 in Review

Summit Trail Advisors reduced its Polaris (PII) stake by 29% in Q2 2026, selling an estimated $689K and leaving 25,971 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #685.

Summit Trail Advisors first reported a position in PII in Q4 2017 and has held it in 6 quarters since. The position peaked at $2M in Q1 2026. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Summit Trail Advisors held 25,971 shares of Polaris worth $1.78M as of Q2 2026.
  • Summit Trail Advisors sold 10,694 Polaris shares in Q2 2026, an estimated $689K.
  • Polaris made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #685 holding.
  • Summit Trail Advisors first reported a position in Polaris in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Polaris position peaked at $2M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.