Bell Investment Advisors’s Polaris PII Stock Holding History

Bell Investment 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	$5.67K	Hold	104	–	–	﹤0.01%	910
2025 Q4	$6.58K	Hold	104	–	–	﹤0.01%	870
2025 Q3	$6.05K	Hold	104	–	–	﹤0.01%	831
2025 Q2	$4.23K	Buy	104 +59	+131%	+$2.22K	﹤0.01%	1067
2025 Q1	$1.84K	Buy	45 +24	+114%	+$1.14K	﹤0.01%	1332
2024 Q4	$1.21K	Hold	21	–	–	﹤0.01%	1524
2024 Q3	$1.75K	Sell	21 -6	-22%	-$487	﹤0.01%	1403
2024 Q2	$2.12K	Buy	27 +6	+29%	+$508	﹤0.01%	1326
2024 Q1	$2.1K	Hold	21	–	–	﹤0.01%	1339
2023 Q4	$1.99K	Hold	21	–	–	﹤0.01%	1329
2023 Q3	$2.19K	Hold	21	–	–	﹤0.01%	1224
2023 Q2	$2.54K	Hold	21	–	–	﹤0.01%	1178
2023 Q1	$2.32K	Hold	21	–	–	﹤0.01%	1181
2022 Q4	$2.12K	Sell	21 -5	-19%	-$521	﹤0.01%	1261
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1186
2022 Q2	$3K	Buy	+26	New	+$2.69K	﹤0.01%	999
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	1202
2021 Q3	$3K	Buy	+21	New	+$2.67K	﹤0.01%	956

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