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Systematic Financial Management’s Polaris PII Stock Holding History

Systematic Financial Management’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 		$11.7M Sell
171,435
-16,562
-9% -$1.07M 0.23% 140
2026
Q1 		$10.2M Sell
187,997
-5,396
-3% -$338K 0.23% 132
2025
Q4 		$12.2M Sell
193,393
-70
-0% -$4.61K 0.29% 125
2025
Q3 		$11.2M Buy
193,463
+1,113
+0.6% +$60K 0.27% 127
2025
Q2 		$7.82M Sell
192,350
-9,347
-5% -$352K 0.21% 134
2025
Q1 		$8.26M Sell
201,697
-45,480
-18% -$2.17M 0.24% 128
2024
Q4 		$14.2M Buy
247,177
+17,612
+8% +$1.23M 0.36% 115
2024
Q3 		$19.1M Buy
229,565
+20,695
+10% +$1.68M 0.49% 89
2024
Q2 		$16.4M Buy
208,870
+16,351
+8% +$1.38M 0.5% 89
2024
Q1 		$19.3M Buy
192,519
+9,408
+5% +$864K 0.54% 84
2023
Q4 		$17.4M Buy
183,111
+18,112
+11% +$1.66M 0.51% 86
2023
Q3 		$17.2M Sell
164,999
-5,231
-3% -$621K 0.55% 82
2023
Q2 		$20.6M Sell
170,230
-6,966
-4% -$770K 0.65% 59
2023
Q1 		$19.6M Sell
177,196
-7,046
-4% -$781K 0.64% 70
2022
Q4 		$18.6M Sell
184,242
-10,268
-5% -$1.07M 0.61% 69
2022
Q3 		$18.6M Sell
194,510
-10,144
-5% -$1.14M 0.68% 59
2022
Q2 		$20.3M Sell
204,654
-3,553
-2% -$368K 0.71% 56
2022
Q1 		$21.9M Buy
208,207
+1,273
+0.6% +$145K 0.68% 66
2021
Q4 		$22.7M Buy
206,934
+41,670
+25% +$4.91M 0.67% 67
2021
Q3 		$19.8M Buy
165,264
+14,621
+10% +$1.86M 0.61% 82
2021
Q2 		$20.6M Buy
150,643
+49,297
+49% +$6.68M 0.62% 78
2021
Q1 		$13.5M Buy
101,346
+6,097
+6% +$743K 0.5% 98
2020
Q4 		$9.07M Buy
95,249
+32,312
+51% +$3.09M 0.4% 113
2020
Q3 		$5.94M Sell
62,937
-883
-1% -$86.9K 0.32% 125
2020
Q2 		$5.91M Buy
+63,820
New +$4.86M 0.31% 125

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

Systematic Financial Management's PII Position: Q2 2026 in Review

Systematic Financial Management reduced its Polaris (PII) stake by 8.8% in Q2 2026, selling an estimated $1.07M and leaving 171,435 shares worth $11.7M. The position accounts for 0.23% of the portfolio, ranked #140.

Systematic Financial Management first reported a position in PII in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.7M in Q4 2021. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Systematic Financial Management held 171,435 shares of Polaris worth $11.7M as of Q2 2026.
  • Systematic Financial Management sold 16,562 Polaris shares in Q2 2026, an estimated $1.07M.
  • Polaris made up 0.23% of Systematic Financial Management's portfolio in Q2 2026, its #140 holding.
  • Systematic Financial Management first reported a position in Polaris in Q2 2020 and has held it in 25 quarters since.
  • Systematic Financial Management's Polaris position peaked at $22.7M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.