Cornerstone Planning Group’s Polaris PII Stock Holding History

Cornerstone Planning Group’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	$542	Buy	9 +1	+13%	+$63	﹤0.01%	1624
2025 Q4	$525	Sell	8 -9	-53%	-$593	﹤0.01%	1499
2025 Q3	$4.71K	Buy	17 +9	+113%	+$485	﹤0.01%	967
2025 Q2	$423	Buy	+8	New	+$302	﹤0.01%	1346
2025 Q1	–	Sell	-5	Closed	-$283	–	1653
2024 Q4	$283	Buy	+5	New	+$348	﹤0.01%	1295
2024 Q1	–	Sell	-11	Closed	-$1.04K	–	1172
2023 Q4	$1.04K	Hold	11	–	–	﹤0.01%	712
2023 Q3	$1.15K	Hold	11	–	–	﹤0.01%	763
2023 Q2	$1.33K	Buy	+11	New	+$1.22K	﹤0.01%	1285
2022 Q4	$1.33K	Buy	+13	New	+$1.35K	﹤0.01%	1292

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