Benjamin Edwards Inc’s Polaris PII Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-60,575	Closed	-$3.49M	–	1146
2024 Q4	$3.49M	Sell	60,575 -3,363	-5%	-$234K	0.05%	323
2024 Q3	$5.32M	Buy	63,938 +63,225	+8,867%	+$5.14M	0.08%	253
2024 Q2	$56K	Buy	713 +2	+0.3%	+$169	0.01%	484
2024 Q1	$71K	Sell	711 -22	-3%	-$2.02K	0.01%	445
2023 Q4	$69K	Buy	733 +3	+0.4%	+$275	0.02%	450
2023 Q3	$76K	Sell	730 -22	-3%	-$2.61K	0.02%	418
2023 Q2	$91K	Sell	752 -96	-11%	-$10.6K	0.02%	399
2023 Q1	$94K	Sell	848 -5	-0.6%	-$554	0.02%	369
2022 Q4	$86K	Buy	853 +30	+4%	+$3.13K	0.02%	371
2022 Q3	$79K	Buy	823 +26	+3%	+$2.92K	0.02%	373
2022 Q2	$79K	Buy	797 +15	+2%	+$1.55K	0.02%	375
2022 Q1	$82K	Buy	782 +26	+3%	+$2.96K	0.02%	394
2021 Q4	$83K	Buy	756 +484	+178%	+$57K	0.03%	368
2021 Q3	$33K	Buy	+272	New	+$34.6K	0.02%	355
2019 Q2	–	Sell	-12	Closed	-$1K	–	316
2019 Q1	$1K	Buy	+12	New	+$1.02K	﹤0.01%	270

Other funds holding PII

Capital World Investors

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 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

American Century Companies

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