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Twin Peaks Wealth Advisors’s Polaris PII Stock Holding History

Twin Peaks Wealth 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
Q1 		$15.4K Buy
+282
New +$17.7K ﹤0.01% 828
2025
Q3 		– Sell
-280
Closed -$15.5K – 1557
2025
Q2 		$15.5K Buy
+280
New +$10.6K 0.01% 710

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's PII Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Polaris (PII) in Q1 2026: 282 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PII as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PII in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.5K in Q2 2025. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Twin Peaks Wealth Advisors held 282 shares of Polaris worth $15.4K as of Q1 2026.
  • Polaris was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Polaris made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #828 holding.
  • Twin Peaks Wealth Advisors first reported a position in Polaris in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Polaris position peaked at $15.5K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.