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Avion Wealth’s People Inc PPLI Stock Holding History

Avion Wealth’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 		$1K Buy
+39
New +$1.6K ﹤0.01% 1239
2024
Q4 		– Sell
-27
Closed -$1K – 1134
2024
Q3 		$1K Hold
27
– – ﹤0.01% 820
2024
Q2 		$1K Buy
27
+12
+80% +$496 ﹤0.01% 743
2024
Q1 		$1K Hold
15
– – ﹤0.01% 976
2023
Q4 		$1K Buy
+15
New +$588 ﹤0.01% 827
2020
Q2 		– Sell
-173
Closed -$6K – 282
2020
Q1 		$6K Buy
+173
New +$6.85K ﹤0.01% 192

Other funds holding PPLI

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Avion Wealth's PPLI Position: Q3 2026 in Review

Avion Wealth opened a new position in People Inc (PPLI) in Q3 2026: 39 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: Avion Wealth previously reported a position in PPLI as recently as Q3 2024.

Avion Wealth first reported a position in PPLI in Q1 2020 and has held it in 6 quarters since. The position peaked at $6K in Q1 2020. 180 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Avion Wealth held 39 shares of People Inc worth $1K as of Q3 2026.
  • People Inc was a new Avion Wealth position in Q3 2026.
  • People Inc made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1239 holding.
  • Avion Wealth first reported a position in People Inc in Q1 2020 and has held it in 6 quarters since.
  • Avion Wealth's People Inc position peaked at $6K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.