West Branch Capital’s Polaris PII Stock Holding History

West Branch Capital’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 Q3	–	Sell	-45	Closed	-$1.83K	–	481
2025 Q2	$1.83K	Hold	45	–	–	﹤0.01%	377
2025 Q1	$1.84K	Hold	45	–	–	﹤0.01%	401
2024 Q4	$2.59K	Sell	45 -41	-48%	-$2.85K	﹤0.01%	367
2024 Q3	$7.16K	Hold	86	–	–	﹤0.01%	305
2024 Q2	$6.74K	Hold	86	–	–	﹤0.01%	305
2024 Q1	$8.61K	Hold	86	–	–	﹤0.01%	288
2023 Q4	$8.15K	Hold	86	–	–	﹤0.01%	292
2023 Q3	$8.96K	Hold	86	–	–	﹤0.01%	284
2023 Q2	$10.4K	Hold	86	–	–	0.01%	278
2023 Q1	$9.52K	Hold	86	–	–	0.01%	293
2022 Q4	$8.69K	Hold	86	–	–	0.01%	299
2022 Q3	$8K	Hold	86	–	–	0.01%	305
2022 Q2	$9K	Hold	86	–	–	0.01%	290
2022 Q1	$9K	Buy	86 +45	+110%	+$5.13K	﹤0.01%	304
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	385
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	363
2021 Q2	$6K	Buy	+41	New	+$5.56K	﹤0.01%	360

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

West Branch Capital's PII Position: Q3 2025 in Review

West Branch Capital sold out of Polaris (PII) in Q3 2025, closing a stake of 45 shares — an estimated $1.83K sold.

West Branch Capital first reported a position in PII in Q2 2021 and held it in 17 quarters. The position peaked at $10.4K in Q2 2023. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

West Branch Capital reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 45 Polaris shares in Q3 2025, an estimated $1.83K.
West Branch Capital first reported a position in Polaris in Q2 2021 and held it in 17 quarters.
West Branch Capital's Polaris position peaked at $10.4K in Q2 2023.
428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.