CVA Family Office’s Polaris PII Stock Holding History

CVA Family Office’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	$5.83K	Buy	107 +65	+155%	+$4.07K	﹤0.01%	1173
2025 Q4	$2.66K	Hold	42	–	–	﹤0.01%	951
2025 Q3	$2.44K	Hold	42	–	–	﹤0.01%	976
2025 Q2	$1.71K	Buy	+42	New	+$1.58K	﹤0.01%	1014
2025 Q1	–	Sell	-8	Closed	-$461	–	1446
2024 Q4	$461	Buy	8 +2	+33%	+$139	﹤0.01%	1254
2024 Q3	$499	Buy	+6	New	+$487	﹤0.01%	1218
2023 Q3	–	Sell	-5	Closed	-$605	–	750
2023 Q2	$605	Hold	5	–	–	﹤0.01%	970
2023 Q1	$553	Hold	5	–	–	﹤0.01%	933
2022 Q4	$505	Sell	5 -95	-95%	-$9.9K	﹤0.01%	900
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	628
2022 Q2	$10K	Sell	100 -150	-60%	-$15.5K	﹤0.01%	643
2022 Q1	$26K	Hold	250	–	–	0.01%	516
2021 Q4	$27K	Buy	+250	New	+$29.5K	0.01%	477
2021 Q3	–	Sell	-250	Closed	-$34K	–	744
2021 Q2	$34K	Hold	250	–	–	0.01%	421
2021 Q1	$33K	Buy	+250	New	+$30.5K	0.01%	324

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