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VestGen Advisors’s Polaris PII Stock Holding History

VestGen 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 		$205K Buy
+2,993
New +$193K 0.01% 1028
2025
Q4 		– Sell
-74,557
Closed -$4.33M – 822
2025
Q3 		$4.33M Buy
+74,557
New +$4.02M 0.14% 147

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

VestGen Advisors's PII Position: Q2 2026 in Review

VestGen Advisors opened a new position in Polaris (PII) in Q2 2026: 2,993 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in PII as recently as Q3 2025.

VestGen Advisors first reported a position in PII in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.33M in Q3 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • VestGen Advisors held 2,993 shares of Polaris worth $205K as of Q2 2026.
  • Polaris was a new VestGen Advisors position in Q2 2026.
  • Polaris made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #1028 holding.
  • VestGen Advisors first reported a position in Polaris in Q3 2025 and has held it in 2 quarters since.
  • VestGen Advisors's Polaris position peaked at $4.33M in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.