Ancora Advisors’s Polaris PII Stock Holding History

Ancora 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 Q1	$2.07K	Sell	38 -142	-79%	-$8.89K	﹤0.01%	2127
2025 Q4	$11.4K	Buy	+180	New	+$11.9K	﹤0.01%	1761
2025 Q3	–	Sell	-3,000	Closed	-$122K	–	2033
2025 Q2	$122K	Sell	3,000 -3,000	-50%	-$113K	﹤0.01%	837
2025 Q1	$246K	Buy	+6,000	New	+$286K	0.01%	672
2022 Q3	–	Sell	-17	Closed	-$2K	–	2142
2022 Q2	$2K	Buy	+17	New	+$1.76K	﹤0.01%	1964
2022 Q1	–	Sell	-47	Closed	-$5K	–	2492
2021 Q4	$5K	Hold	47	–	–	﹤0.01%	2050
2021 Q3	$6K	Hold	47	–	–	﹤0.01%	1858
2021 Q2	$6K	Buy	+47	New	+$6.37K	﹤0.01%	1658
2018 Q4	–	Sell	-187	Closed	-$19K	–	1040
2018 Q3	$19K	Buy	+187	New	+$20.9K	﹤0.01%	1081

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return