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Waverly Advisors’s Polaris PII Stock Holding History

Waverly 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 		$210K Buy
+3,063
New +$197K ﹤0.01% 1607

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

Waverly Advisors's PII Position: Q2 2026 in Review

Waverly Advisors opened a new position in Polaris (PII) in Q2 2026: 3,063 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Waverly Advisors held 3,063 shares of Polaris worth $210K as of Q2 2026.
  • Polaris was a new Waverly Advisors position in Q2 2026.
  • Polaris made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1607 holding.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.