AF
PPLI

Allworth Financial’s People Inc PPLI Stock Holding History

Allworth Financial’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
5,119
+1,687
+49% +$64K ﹤0.01% 1394
2025
Q4 		$134K Buy
3,432
+4
+0.1% +$140 ﹤0.01% 1563
2025
Q3 		$117K Sell
3,428
-124
-3% -$4.63K ﹤0.01% 1601
2025
Q2 		$133K Sell
3,552
-633
-15% -$22.9K ﹤0.01% 1378
2025
Q1 		$121K Buy
4,185
+117
+3% +$4.27K ﹤0.01% 1139
2024
Q4 		$139K Buy
4,068
+3,753
+1,191% +$150K ﹤0.01% 1114
2024
Q3 		$13.9K Buy
315
+7
+2% +$292 ﹤0.01% 2114
2024
Q2 		$13.1K Sell
308
-184
-37% -$7.6K ﹤0.01% 2113
2024
Q1 		$21.6K Sell
492
-8
-2% -$345 ﹤0.01% 1729
2023
Q4 		$21.5K Sell
500
-34
-6% -$1.33K ﹤0.01% 1603
2023
Q3 		$22.1K Sell
534
-10
-2% -$485 ﹤0.01% 1457
2023
Q2 		$28K Sell
544
-3
-0.5% -$137 ﹤0.01% 1356
2023
Q1 		$23.2K Buy
547
+154
+39% +$6.59K ﹤0.01% 1375
2022
Q4 		$14.3K Sell
393
-47
-11% -$1.86K ﹤0.01% 1547
2022
Q3 		$20K Buy
440
+182
+71% +$10.2K ﹤0.01% 1290
2022
Q2 		$16K Buy
258
+192
+291% +$13.5K ﹤0.01% 1332
2022
Q1 		$5K Buy
66
+5
+8% +$486 ﹤0.01% 1632
2021
Q4 		$7K Hold
61
– – ﹤0.01% 1496
2021
Q3 		$7K Hold
61
– – ﹤0.01% 1431
2021
Q2 		$8K Sell
61
-31
-34% -$4.02K ﹤0.01% 1097
2021
Q1 		$11K Sell
92
-1
-1% -$124 ﹤0.01% 954
2020
Q4 		$10K Buy
93
+1
+1% +$77 ﹤0.01% 837
2020
Q3 		$6K Sell
92
-188
-67% -$12.9K ﹤0.01% 808
2020
Q2 		$16K Sell
280
-11
-4% -$489 ﹤0.01% 629
2020
Q1 		$9K Hold
291
– – ﹤0.01% 721
2019
Q4 		$13K Hold
291
– – ﹤0.01% 597
2019
Q3 		$11K Hold
291
– – ﹤0.01% 560
2019
Q2 		$11K Hold
291
– – ﹤0.01% 559
2019
Q1 		$11K Buy
291
+11
+4% +$407 ﹤0.01% 557
2018
Q4 		$9K Hold
280
– – ﹤0.01% 533
2018
Q3 		$11K Buy
280
+174
+164% +$5.65K ﹤0.01% 542
2018
Q2 		$3K Hold
106
– – ﹤0.01% 720
2018
Q1 		$3K Buy
+106
New +$2.79K ﹤0.01% 658

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's PPLI Position: Q1 2026 in Review

Allworth Financial increased its People Inc (PPLI) stake by 49% in Q1 2026, buying an estimated $64K and bringing the position to 5,119 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Allworth Financial first reported a position in PPLI in Q1 2018 and has held it in 33 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Allworth Financial held 5,119 shares of People Inc worth $205K as of Q1 2026.
  • Allworth Financial bought 1,687 People Inc shares in Q1 2026, an estimated $64K.
  • People Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1394 holding.
  • Allworth Financial first reported a position in People Inc in Q1 2018 and has held it in 33 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.