KWM
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Kingsview Wealth Management’s Polaris PII Stock Holding History

Kingsview Wealth Management’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 		$3.32M Buy
60,933
+6,842
+13% +$429K 0.05% 392
2025
Q4 		$3.42M Buy
+54,091
New +$3.56M 0.05% 362
2021
Q4 		– Sell
-1,782
Closed -$213K – 1024
2021
Q3 		$213K Sell
1,782
-754
-30% -$95.8K 0.01% 789
2021
Q2 		$341K Sell
2,536
-11,586
-82% -$1.57M 0.02% 664
2021
Q1 		$1.91M Buy
+14,122
New +$1.72M 0.11% 202
2020
Q4 		– Sell
-9,309
Closed -$878K – 769
2020
Q3 		$878K Buy
+9,309
New +$917K 0.08% 253
2018
Q3 		– Sell
-1,745
Closed -$213K – 444
2018
Q2 		$213K Buy
+1,745
New +$204K 0.05% 297
2018
Q1 		– Sell
-1,692
Closed -$210K – 409
2017
Q4 		$210K Buy
+1,692
New +$201K 0.08% 292

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