Larson Financial Group’s Polaris PII Stock Holding History

Larson Financial Group’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	$13.5K	Buy	247 +236	+2,145%	+$14.8K	﹤0.01%	2065
2025 Q4	$696	Buy	11 +3	+38%	+$198	﹤0.01%	3040
2025 Q3	$465	Buy	+8	New	+$431	﹤0.01%	3128
2025 Q1	–	Sell	-506	Closed	-$29.2K	–	3180
2024 Q4	$29.2K	Buy	506 +402	+387%	+$28K	﹤0.01%	1083
2024 Q3	$8.66K	Buy	104 +14	+16%	+$1.14K	﹤0.01%	1535
2024 Q2	$7.05K	Sell	90 -2,312	-96%	-$196K	﹤0.01%	1358
2024 Q1	$241K	Buy	2,402 +1,472	+158%	+$135K	0.02%	359
2023 Q4	$88.1K	Buy	930 +529	+132%	+$48.5K	0.01%	516
2023 Q3	$41.8K	Buy	401 +338	+537%	+$40.2K	﹤0.01%	659
2023 Q2	$7.62K	Sell	63 -197	-76%	-$21.8K	﹤0.01%	1010
2023 Q1	$28.8K	Sell	260 -22	-8%	-$2.44K	﹤0.01%	662
2022 Q4	$28.5K	Buy	+282	New	+$29.4K	﹤0.01%	624

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