RIA Advisory Group’s Polaris PII Stock Holding History

RIA Advisory 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
2025 Q1	–	Sell	-4,701	Closed	-$271K	–	159
2024 Q4	$271K	Buy	4,701 +49	+1%	+$3.41K	0.09%	115
2024 Q3	$387K	Buy	+4,652	New	+$378K	0.14%	80

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RIA Advisory Group's PII Position: Q1 2025 in Review

RIA Advisory Group sold out of Polaris (PII) in Q1 2025, closing a stake of 4,701 shares — an estimated $271K sold.

RIA Advisory Group first reported a position in PII in Q3 2024 and held it in 2 quarters. The position peaked at $387K in Q3 2024. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

RIA Advisory Group reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 4,701 Polaris shares in Q1 2025, an estimated $271K.
RIA Advisory Group first reported a position in Polaris in Q3 2024 and held it in 2 quarters.
RIA Advisory Group's Polaris position peaked at $387K in Q3 2024.
392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.