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Vermillion Wealth Management’s Polaris PII Stock Holding History

Vermillion Wealth 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 		$7.94K Sell
116
-1
-0.9% -$64 ﹤0.01% 1280
2026
Q1 		$6.38K Buy
117
+1
+0.9% +$63 ﹤0.01% 454
2025
Q4 		$7.34K Hold
116
– – ﹤0.01% 408
2025
Q3 		$6.74K Hold
116
– – ﹤0.01% 1243
2025
Q2 		$4.71K Hold
116
– – ﹤0.01% 401
2025
Q1 		$4.75K Hold
116
– – ﹤0.01% 1118
2024
Q4 		$6.68K Buy
+116
New +$8.07K ﹤0.01% 370

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

Vermillion Wealth Management's PII Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Polaris (PII) stake by 0.85% in Q2 2026, selling an estimated $64 and leaving 116 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Vermillion Wealth Management first reported a position in PII in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Vermillion Wealth Management held 116 shares of Polaris worth $7.94K as of Q2 2026.
  • Vermillion Wealth Management sold 1 Polaris share in Q2 2026, an estimated $64.
  • Polaris made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1280 holding.
  • Vermillion Wealth Management first reported a position in Polaris in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.