Farther Finance Advisors’s Polaris PII Stock Holding History

Farther Finance 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	$193K	Sell	3,523 -151	-4%	-$9.46K	﹤0.01%	2045
2025 Q4	$232K	Buy	3,674 +2,676	+268%	+$176K	﹤0.01%	1815
2025 Q3	$58K	Buy	998 +238	+31%	+$12.8K	﹤0.01%	2358
2025 Q2	$30.9K	Buy	760 +97	+15%	+$3.66K	﹤0.01%	2399
2025 Q1	$27.4K	Sell	663 -527	-44%	-$25.1K	﹤0.01%	2214
2024 Q4	$68.6K	Sell	1,190 -278	-19%	-$19.3K	﹤0.01%	1491
2024 Q3	$122K	Buy	1,468 +29	+2%	+$2.36K	﹤0.01%	1213
2024 Q2	$108K	Sell	1,439 -17	-1%	-$1.44K	0.01%	1105
2024 Q1	$144K	Buy	1,456 +1,182	+431%	+$109K	0.01%	811
2023 Q4	$26K	Buy	274 +24	+10%	+$2.2K	﹤0.01%	1254
2023 Q3	$26K	Hold	250	–	–	﹤0.01%	1007
2023 Q2	$30.2K	Buy	250 +104	+71%	+$11.5K	0.01%	858
2023 Q1	$16.2K	Buy	146 +4	+3%	+$443	﹤0.01%	967
2022 Q4	$14.3K	Buy	+142	New	+$14.8K	0.01%	835

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