Rise Advisors’s Ball Corp BALL Stock Holding History

Rise Advisors’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-209	Closed	-$10.5K	–	233
2025 Q3	$10.5K	Buy	209 +1	+0.5%	+$54	﹤0.01%	961
2025 Q2	$11.7K	Sell	208 -9	-4%	-$470	﹤0.01%	889
2025 Q1	$11.3K	Sell	217 -13	-6%	-$682	0.01%	895
2024 Q4	$12.7K	Buy	230 +1	+0.4%	+$61	0.01%	911
2024 Q3	$15.6K	Buy	229 +1	+0.4%	+$63	0.01%	850
2024 Q2	$13.7K	Hold	228	–	–	0.01%	876
2024 Q1	$15.3K	Buy	+228	New	+$13.9K	0.01%	846
2023 Q4	–	Sell	-301	Closed	-$15K	–	627
2023 Q3	$15K	Buy	301 +1	+0.3%	+$55	0.01%	263
2023 Q2	$17.5K	Buy	300 +1	+0.3%	+$54	0.01%	254
2023 Q1	$16.5K	Buy	299 +1	+0.3%	+$56	0.01%	282
2022 Q4	$15.2K	Buy	298 +1	+0.3%	+$52	0.01%	282
2022 Q3	$14K	Buy	297 +1	+0.3%	+$61	0.01%	286
2022 Q2	$20K	Buy	296 +1	+0.3%	+$76	0.02%	235
2022 Q1	$27K	Buy	295 +1	+0.3%	+$91	0.02%	214
2021 Q4	$28.3K	Buy	+294	New	+$27.2K	0.03%	204

Other funds holding BALL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return