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Transamerica Financial Advisors’s Polaris PII Stock Holding History

Transamerica Financial 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 		$68 Buy
+1
New +$64 ﹤0.01% 2082
2026
Q1 		– Sell
-4
Closed -$253 – 2062
2025
Q4 		$253 Buy
4
+2
+100% +$132 ﹤0.01% 1486
2025
Q3 		$116 Buy
+2
New +$108 ﹤0.01% 1505

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

Transamerica Financial Advisors's PII Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Polaris (PII) in Q2 2026: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in PII as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in PII in Q3 2025 and has held it in 3 quarters since. The position peaked at $253 in Q4 2025. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Transamerica Financial Advisors held 1 share of Polaris worth $68 as of Q2 2026.
  • Polaris was a new Transamerica Financial Advisors position in Q2 2026.
  • Polaris made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2082 holding.
  • Transamerica Financial Advisors first reported a position in Polaris in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Polaris position peaked at $253 in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.