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TD Private Client Wealth’s Polaris PII Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-5
Closed -$205 – 1489
2025
Q1 		$205 Buy
+5
New +$238 ﹤0.01% 1378
2022
Q4 		– Sell
-6,423
Closed -$614K – 1253
2022
Q3 		$614K Sell
6,423
-2,741
-30% -$307K 0.03% 382
2022
Q2 		$910K Sell
9,164
-42
-0.5% -$4.35K 0.04% 327
2022
Q1 		$970K Buy
9,206
+67
+0.7% +$7.63K 0.04% 342
2021
Q4 		$1M Buy
9,139
+6,531
+250% +$769K 0.04% 339
2021
Q3 		$312K Sell
2,608
-259
-9% -$32.9K 0.01% 466
2021
Q2 		$393K Buy
2,867
+2,800
+4,179% +$380K 0.02% 439
2021
Q1 		$8.95K Hold
67
– – ﹤0.01% 893
2020
Q4 		$6.38K Hold
67
– – ﹤0.01% 876
2020
Q3 		$6.32K Hold
67
– – ﹤0.01% 823
2020
Q2 		$6.2K Sell
67
-33
-33% -$2.52K ﹤0.01% 826
2020
Q1 		$4.82K Hold
100
– – ﹤0.01% 816
2019
Q4 		$10.2K Buy
+100
New +$9.7K ﹤0.01% 753

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's PII Position: Q2 2025 in Review

TD Private Client Wealth sold out of Polaris (PII) in Q2 2025, closing a stake of 5 shares — an estimated $205 sold.

TD Private Client Wealth first reported a position in PII in Q4 2019 and held it in 13 quarters. The position peaked at $1M in Q4 2021. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • TD Private Client Wealth reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 5 Polaris shares in Q2 2025, an estimated $205.
  • TD Private Client Wealth first reported a position in Polaris in Q4 2019 and held it in 13 quarters.
  • TD Private Client Wealth's Polaris position peaked at $1M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.