AssetMark Inc
PPLI

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
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 +$1.41K ﹤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% 764
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

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

AssetMark Inc's PPLI Position: Q1 2026 in Review

AssetMark Inc sold out of People Inc (PPLI) in Q1 2026, closing a stake of 3 shares — an estimated $117 sold.

AssetMark Inc first reported a position in PPLI in Q1 2016 and held it in 23 quarters. The position peaked at $519K in Q4 2017. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • AssetMark Inc reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 3 People Inc shares in Q1 2026, an estimated $117.
  • AssetMark Inc first reported a position in People Inc in Q1 2016 and held it in 23 quarters.
  • AssetMark Inc's People Inc position peaked at $519K in Q4 2017.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.