DiNuzzo Private Wealth’s Polaris PII Stock Holding History

DiNuzzo Private Wealth’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 Q2	$480	Sell	7 -1	-13%	-$64	﹤0.01%	1114
2026 Q1	$436	Sell	8 -4	-33%	-$251	﹤0.01%	1113
2025 Q4	$759	Buy	12 +11	+1,100%	+$724	﹤0.01%	961
2025 Q3	$57	Hold	1	–	–	﹤0.01%	1338
2025 Q2	$41	Hold	1	–	–	﹤0.01%	1342
2025 Q1	$41	Sell	1 -5	-83%	-$238	﹤0.01%	1339
2024 Q4	$346	Hold	6	–	–	﹤0.01%	1182
2024 Q3	$500	Sell	6 -1	-14%	-$81	﹤0.01%	1111
2024 Q2	$549	Buy	7 +1	+17%	+$85	﹤0.01%	1013
2024 Q1	$601	Sell	6 -1	-14%	-$92	﹤0.01%	917
2023 Q4	$664	Buy	+7	New	+$641	﹤0.01%	868

Other funds holding PII

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return