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	–	1071
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Rise Advisors's PII Position: Q4 2025 in Review

Rise Advisors sold out of Polaris (PII) in Q4 2025, closing a stake of 334 shares — an estimated $19.4K sold.

Rise Advisors first reported a position in PII in Q1 2024 and held it in 7 quarters. The position peaked at $23.4K in Q1 2024. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

Rise Advisors reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 334 Polaris shares in Q4 2025, an estimated $19.4K.
Rise Advisors first reported a position in Polaris in Q1 2024 and held it in 7 quarters.
Rise Advisors's Polaris position peaked at $23.4K in Q1 2024.
465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.