Stephens Consulting’s Polaris PII Stock Holding History

Stephens Consulting’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	$57.6K	Hold	910	–	–	0.02%	132
2025 Q3	$52.9K	Hold	910	–	–	0.02%	134
2025 Q2	$37K	Hold	910	–	–	0.01%	213
2025 Q1	$37.3K	Hold	910	–	–	0.01%	213
2024 Q4	$52.4K	Hold	910	–	–	0.01%	187
2024 Q3	$75.7K	Hold	910	–	–	0.02%	152
2024 Q2	$71.3K	Hold	910	–	–	0.02%	154
2024 Q1	$91.1K	Hold	910	–	–	0.03%	127
2023 Q4	$86.2K	Hold	910	–	–	0.03%	125
2023 Q3	$94.8K	Hold	910	–	–	0.04%	119
2023 Q2	$110K	Hold	910	–	–	0.04%	103
2023 Q1	$101K	Hold	910	–	–	0.06%	111
2022 Q4	$91.9K	Hold	910	–	–	0.06%	111
2022 Q3	$87K	Hold	910	–	–	0.08%	113
2022 Q2	$90.3K	Hold	910	–	–	0.07%	112
2022 Q1	$95.8K	Hold	910	–	–	0.08%	131
2021 Q4	$100K	Buy	+910	New	+$107K	0.08%	153

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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