EverSource Wealth Advisors’s Polaris PII Stock Holding History

EverSource Wealth Advisors’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	$184K	Buy	3,367 +552	+20%	+$34.6K	0.01%	1103
2025 Q4	$178K	Buy	2,815 +819	+41%	+$53.9K	0.01%	998
2025 Q3	$116K	Sell	1,996 -148	-7%	-$7.98K	﹤0.01%	1199
2025 Q2	$87.2K	Buy	2,144 +1,830	+583%	+$69K	﹤0.01%	1282
2025 Q1	$12.9K	Buy	314 +246	+362%	+$11.7K	﹤0.01%	1968
2024 Q4	$3.92K	Buy	68 +63	+1,260%	+$4.38K	﹤0.01%	2451
2024 Q3	$416	Buy	+5	New	+$406	﹤0.01%	2902
2024 Q2	–	Sell	-4	Closed	-$341	–	3125
2024 Q1	$341	Sell	4 -90	-96%	-$8.27K	﹤0.01%	2773
2023 Q4	$8.91K	Sell	94 -14	-13%	-$1.28K	﹤0.01%	1609
2023 Q3	$11.2K	Hold	108	–	–	﹤0.01%	1372
2023 Q2	$13.1K	Buy	108 +104	+2,600%	+$11.5K	﹤0.01%	1326
2023 Q1	$443	Buy	+4	New	+$443	﹤0.01%	2248
2022 Q4	–	Sell	-50	Closed	-$5K	–	2400
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	1392
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	1281
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	1277
2021 Q4	$5K	Buy	+50	New	+$5.89K	﹤0.01%	1273

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