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Focus Partners Advisor Solutions’s Polaris PII Stock Holding History

Focus Partners Advisor Solutions’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 		$307K Sell
5,627
-2,266
-29% -$142K ﹤0.01% 965
2025
Q4 		$499K Buy
7,893
+3,322
+73% +$219K 0.01% 718
2025
Q3 		$288K Sell
4,571
-5,967
-57% -$322K ﹤0.01% 922
2025
Q2 		$428K Buy
10,538
+3,777
+56% +$142K 0.01% 720
2025
Q1 		$277K Buy
6,761
+671
+11% +$31.9K ﹤0.01% 788
2024
Q4 		$351K Buy
6,090
+3,388
+125% +$236K 0.01% 562
2024
Q3 		$225K Sell
2,702
-140
-5% -$11.4K ﹤0.01% 684
2024
Q2 		$223K Sell
2,842
-1,348
-32% -$114K 0.01% 571
2024
Q1 		$420K Buy
+4,190
New +$385K 0.01% 395

Other funds holding PII

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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