RA
PII icon

Rise Advisors’s Polaris PII Stock Holding History

Rise Advisors’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
Q4 		– Sell
-334
Closed -$19.4K – 1072
2025
Q3 		$19.4K Buy
334
+3
+0.9% +$162 0.01% 589
2025
Q2 		$13.4K Buy
331
+6
+2% +$226 0.01% 811
2025
Q1 		$13.3K Buy
325
+116
+56% +$5.52K 0.01% 783
2024
Q4 		$12K Sell
209
-59
-22% -$4.11K 0.01% 931
2024
Q3 		$22.3K Buy
268
+2
+0.8% +$162 0.01% 620
2024
Q2 		$20.8K Buy
266
+32
+14% +$2.71K 0.01% 613
2024
Q1 		$23.4K Buy
+234
New +$21.5K 0.01% 540

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return