WBI Investments’s Polaris PII Stock Holding History

WBI Investments’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
2025 Q4	–	Sell	-25,258	Closed	-$1.47M	–	368
2025 Q3	$1.47M	Buy	+25,258	New	+$1.36M	0.38%	68
2025 Q2	–	Sell	-16,113	Closed	-$660K	–	313
2025 Q1	$660K	Buy	+16,113	New	+$767K	0.17%	129
2021 Q3	–	Sell	-52,024	Closed	-$7.13M	–	224
2021 Q2	$7.13M	Buy	+52,024	New	+$7.05M	1.09%	21
2021 Q1	–	Sell	-30,727	Closed	-$2.93M	–	224
2020 Q4	$2.93M	Buy	+30,727	New	+$2.94M	0.44%	54
2019 Q2	–	Sell	-33,103	Closed	-$2.79M	–	278
2019 Q1	$2.79M	Buy	+33,103	New	+$2.81M	0.21%	91
2018 Q3	–	Sell	-15,605	Closed	-$1.91M	–	318
2018 Q2	$1.91M	Buy	+15,605	New	+$1.83M	0.1%	133
2017 Q2	–	Sell	-13,498	Closed	-$1.13M	–	350
2017 Q1	$1.13M	Buy	+13,498	New	+$1.16M	0.05%	194
2015 Q3	–	Sell	-56,244	Closed	-$8.33M	–	241
2015 Q2	$8.33M	Buy	+56,244	New	+$8.09M	0.21%	97

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WBI Investments's PII Position: Q4 2025 in Review

WBI Investments sold out of Polaris (PII) in Q4 2025, closing a stake of 25,258 shares — an estimated $1.47M sold.

WBI Investments first reported a position in PII in Q2 2015 and held it in 8 quarters. The position peaked at $8.33M in Q2 2015. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

WBI Investments reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 25,258 Polaris shares in Q4 2025, an estimated $1.47M.
WBI Investments first reported a position in Polaris in Q2 2015 and held it in 8 quarters.
WBI Investments's Polaris position peaked at $8.33M in Q2 2015.
465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.