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 $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

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

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

Dimensional Fund Advisors

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

Geode Capital Management

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

Bank of New York Mellon

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