AGWCA
PPLI

Annis Gardner Whiting Capital Advisors’s People Inc PPLI Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.37M Buy
34,334
+10,000
+41% +$379K 0.22% 77
2025
Q4 		$951K Buy
24,334
+1,272
+6% +$44.5K 0.18% 101
2025
Q3 		$786K Buy
23,062
+725
+3% +$27.1K 0.16% 108
2025
Q2 		$834K Buy
22,337
+1,939
+10% +$70.1K 0.29% 76
2025
Q1 		$769K Hold
20,398
– – 0.33% 70
2024
Q4 		$722K Buy
20,398
+1,219
+6% +$48.8K 0.2% 97
2024
Q3 		$847K Buy
19,179
+1,317
+7% +$54.9K 0.24% 82
2024
Q2 		$686K Buy
+17,862
New +$738K 0.2% 101

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

Annis Gardner Whiting Capital Advisors's PPLI Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its People Inc (PPLI) stake by 41% in Q1 2026, buying an estimated $379K and bringing the position to 34,334 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #77.

Annis Gardner Whiting Capital Advisors first reported a position in PPLI in Q2 2024 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 34,334 shares of People Inc worth $1.37M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 10,000 People Inc shares in Q1 2026, an estimated $379K.
  • People Inc made up 0.22% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #77 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in People Inc in Q2 2024 and has held it in 8 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.