Smartleaf Asset Management’s Polaris PII Stock Holding History

Smartleaf Asset Management’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
2026 Q1	$12.7K	Buy	238 +142	+148%	+$8.89K	﹤0.01%	2198
2025 Q4	$6.19K	Buy	96 +8	+9%	+$527	﹤0.01%	2616
2025 Q3	$5.24K	Buy	88 +49	+126%	+$2.64K	﹤0.01%	2363
2025 Q2	$1.6K	Sell	39 -50	-56%	-$1.88K	﹤0.01%	2390
2025 Q1	$3.68K	Buy	89 +34	+62%	+$1.62K	﹤0.01%	2292
2024 Q4	$3.15K	Sell	55 -76	-58%	-$5.29K	﹤0.01%	2400
2024 Q3	$11.1K	Buy	131 +107	+446%	+$8.69K	﹤0.01%	1694
2024 Q2	$1.86K	Sell	24 -29	-55%	-$2.46K	﹤0.01%	2255
2024 Q1	$5.25K	Buy	53 +52	+5,200%	+$4.78K	﹤0.01%	1200
2023 Q4	$0	Buy	+1	New	+$92	﹤0.01%	1209

Other funds holding PII

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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

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