Mechanics Financial Corp’s Polaris PII Stock Holding History

Mechanics Financial Corp’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
2025 Q1	–	Sell	-90	Closed	-$5.19K	–	250
2024 Q4	$5.19K	Hold	90	–	–	﹤0.01%	218
2024 Q3	$7.49K	Hold	90	–	–	﹤0.01%	222
2024 Q2	$7.05K	Buy	90 +20	+29%	+$1.69K	﹤0.01%	205
2024 Q1	$7.01K	Buy	70 +40	+133%	+$3.67K	﹤0.01%	202
2023 Q4	$2.84K	Hold	30	–	–	﹤0.01%	200
2023 Q3	$3.12K	Hold	30	–	–	﹤0.01%	201
2023 Q2	$3.63K	Hold	30	–	–	﹤0.01%	200
2023 Q1	$3.32K	Hold	30	–	–	﹤0.01%	200
2022 Q4	$3K	Hold	30	–	–	﹤0.01%	202
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	207
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	214
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	213
2021 Q4	$3K	Buy	+30	New	+$3.53K	﹤0.01%	211

Other funds holding PII

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return