Total Wealth Planning & Management’s Polaris PII Stock Holding History

Total Wealth Planning & 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	$315K	Buy	+4,600	New	+$296K	0.21%	164

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Total Wealth Planning & Management's PII Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Polaris (PII) in Q2 2026: 4,600 shares worth $315K. The stake represents 0.21% of the portfolio and ranks #163 among its holdings.

477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Total Wealth Planning & Management held 4,600 shares of Polaris worth $315K as of Q2 2026.
Polaris was a new Total Wealth Planning & Management position in Q2 2026.
Polaris made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2026, its #163 holding.
477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.