Rise Advisors’s Molson Coors Class B TAP Stock Holding History

Rise Advisors’s Portfolio TAP Stock Details TAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18	Closed	-$866	–	1608
2025 Q2	$866	Buy	+18	New	+$991	﹤0.01%	1308
2024 Q4	–	Sell	-13	Closed	-$759	–	1214
2024 Q3	$759	Hold	13	–	–	﹤0.01%	1175
2024 Q2	$665	Sell	13 -12	-48%	-$694	﹤0.01%	1181
2024 Q1	$1.68K	Hold	25	–	–	﹤0.01%	1149
2023 Q4	$1.52K	Hold	25	–	–	﹤0.01%	484
2023 Q3	$1.57K	Buy	25 +1	+4%	+$65	﹤0.01%	493
2023 Q2	$1.61K	Sell	24 -57	-70%	-$3.52K	﹤0.01%	539
2023 Q1	$4.2K	Hold	81	–	–	﹤0.01%	475
2022 Q4	$4.15K	Buy	81 +1	+1%	+$51	﹤0.01%	471
2022 Q3	$4K	Buy	80 +1	+1%	+$54	﹤0.01%	478
2022 Q2	$4K	Hold	79	–	–	﹤0.01%	484
2022 Q1	$4K	Buy	79 +1	+1%	+$50	﹤0.01%	460
2021 Q4	$3.63K	Buy	+78	New	+$3.58K	﹤0.01%	452

Other funds holding TAP

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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