Blue Trust Inc’s Polaris PII Stock Holding History

Blue Trust 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
2026 Q1	$1.53K	Hold	28	–	–	﹤0.01%	2188
2025 Q4	$1.77K	Hold	28	–	–	﹤0.01%	2164
2025 Q3	$1.63K	Hold	28	–	–	﹤0.01%	2194
2025 Q2	$1.14K	Buy	28 +13	+87%	+$490	﹤0.01%	2230
2025 Q1	$614	Hold	15	–	–	﹤0.01%	2340
2024 Q4	$864	Sell	15 -390	-96%	-$27.1K	﹤0.01%	2293
2024 Q3	$31.7K	Buy	405 +389	+2,431%	+$31.6K	﹤0.01%	1760
2024 Q2	$1.6K	Buy	+16	New	+$1.35K	﹤0.01%	2477
2024 Q1	–	Sell	-693	Closed	-$72K	–	2593
2023 Q4	$72K	Buy	693 +643	+1,286%	+$58.9K	﹤0.01%	810
2023 Q3	$6K	Hold	50	–	–	﹤0.01%	1595
2023 Q2	$6K	Hold	50	–	–	﹤0.01%	1480
2023 Q1	$5K	Sell	50 -5	-9%	-$554	﹤0.01%	1799
2022 Q4	$5K	Buy	55 +47	+588%	+$4.9K	﹤0.01%	1744
2022 Q3	$0	Buy	+8	New	+$897	﹤0.01%	2262

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