AssetMark Inc
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AssetMark Inc’s People Inc PPLI Stock Holding History

AssetMark Inc’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
Q3 		$420 Buy
+10
New +$411 ﹤0.01% 3446
2026
Q1 		– Sell
-3
Closed -$117 – 3511
2025
Q4 		$117 Sell
3
-6
-67% -$210 ﹤0.01% 3296
2025
Q3 		$307 Hold
9
– – ﹤0.01% 2999
2025
Q2 		$336 Buy
+9
New +$325 ﹤0.01% 2805
2024
Q4 		– Sell
-4
Closed -$161 – 2628
2024
Q3 		$161 Sell
4
-30
-88% -$1.25K ﹤0.01% 2187
2024
Q2 		$1.31K Buy
+34
New +$1.4K ﹤0.01% 1816
2022
Q1 		– Sell
-67
Closed -$7K – 1647
2021
Q4 		$7K Buy
67
+65
+3,250% +$7.33K ﹤0.01% 1193
2021
Q3 		$0 Buy
+2
New +$220 ﹤0.01% 1457
2021
Q2 		– Sell
-4
Closed – – 1420
2021
Q1 		$0 Buy
+4
New +$497 ﹤0.01% 1423
2020
Q2 		– Sell
-45
Closed -$1K – 1340
2020
Q1 		$1K Sell
45
-1,975
-98% -$78.2K ﹤0.01% 1264
2019
Q4 		$90K Sell
2,020
-274
-12% -$11K ﹤0.01% 644
2019
Q3 		$89K Buy
2,294
+627
+38% +$26.8K ﹤0.01% 626
2019
Q2 		$65K Buy
1,667
+906
+119% +$36.2K ﹤0.01% 658
2019
Q1 		$29K Sell
761
-39
-5% -$1.44K ﹤0.01% 805
2018
Q4 		$26K Buy
+800
New +$26.8K ﹤0.01% 827
2018
Q2 		– Sell
-34
Closed -$1K – 1427
2018
Q1 		$1K Sell
34
-23,713
-100% -$625K ﹤0.01% 1337
2017
Q4 		$519K Buy
23,747
+21,889
+1,178% +$490K 0.01% 356
2017
Q3 		$39K Hold
1,858
– – ﹤0.01% 765
2017
Q2 		$34K Sell
1,858
-84
-4% -$1.43K ﹤0.01% 774
2017
Q1 		$26K Sell
1,942
-425
-18% -$5.53K ﹤0.01% 804
2016
Q4 		$27K Hold
2,367
– – ﹤0.01% 790
2016
Q3 		$26K Buy
2,367
+73
+3% +$771 ﹤0.01% 800
2016
Q2 		$23K Buy
2,294
+1,762
+331% +$16.3K ﹤0.01% 815
2016
Q1 		$4K Buy
+532
New +$4.58K ﹤0.01% 995

Other funds holding PPLI

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

AssetMark Inc's PPLI Position: Q3 2026 in Review

AssetMark Inc opened a new position in People Inc (PPLI) in Q3 2026: 10 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #3446 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in PPLI as recently as Q4 2025.

AssetMark Inc first reported a position in PPLI in Q1 2016 and has held it in 24 quarters since. The position peaked at $519K in Q4 2017. 104 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • AssetMark Inc held 10 shares of People Inc worth $420 as of Q3 2026.
  • People Inc was a new AssetMark Inc position in Q3 2026.
  • People Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3446 holding.
  • AssetMark Inc first reported a position in People Inc in Q1 2016 and has held it in 24 quarters since.
  • AssetMark Inc's People Inc position peaked at $519K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.