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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
Q2 		– Sell
-282
Closed -$15.4K – 1641
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 $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

Twin Peaks Wealth Advisors's PII Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 282 shares — an estimated $15.4K sold.

Twin Peaks Wealth Advisors first reported a position in PII in Q2 2025 and held it in 2 quarters. The position peaked at $15.5K in Q2 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 282 Polaris shares in Q2 2026, an estimated $15.4K.
  • Twin Peaks Wealth Advisors first reported a position in Polaris in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Polaris position peaked at $15.5K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.