BMSSC
PPLI

B. Metzler seel. Sohn & Co’s People Inc PPLI Stock Holding History

B. Metzler seel. Sohn & Co’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
2025
Q2 		– Sell
-69,056
Closed -$2.6M – 738
2025
Q1 		$2.6M Hold
69,056
– – 0.03% 296
2024
Q4 		$2.44M Hold
69,056
– – 0.03% 326
2024
Q3 		$3.05M Buy
69,056
+18,346
+36% +$764K 0.03% 295
2024
Q2 		$1.95M Hold
50,710
– – 0.02% 387
2024
Q1 		$2.22M Hold
50,710
– – 0.02% 364
2023
Q4 		$2.18M Buy
50,710
+5,918
+13% +$232K 0.03% 346
2023
Q3 		$1.85M Sell
44,792
-39,080
-47% -$1.9M 0.03% 337
2023
Q2 		$4.32M Buy
83,872
+44,710
+114% +$2.05M 0.06% 225
2023
Q1 		$1.66M Buy
39,162
+3,172
+9% +$136K 0.03% 348
2022
Q4 		$1.31M Buy
35,990
+11,974
+50% +$474K 0.02% 381
2022
Q3 		$1.09M Buy
+24,016
New +$1.35M 0.02% 404
2022
Q1 		– Sell
-2,004
Closed -$219K – 776
2021
Q4 		$219K Buy
+2,004
New +$226K ﹤0.01% 693
2021
Q2 		– Sell
-1,797
Closed -$212K – 698
2021
Q1 		$212K Buy
+1,797
New +$223K ﹤0.01% 658

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
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
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

B. Metzler seel. Sohn & Co's PPLI Position: Q2 2025 in Review

B. Metzler seel. Sohn & Co sold out of People Inc (PPLI) in Q2 2025, closing a stake of 69,056 shares — an estimated $2.6M sold.

B. Metzler seel. Sohn & Co first reported a position in PPLI in Q1 2021 and held it in 13 quarters. The position peaked at $4.32M in Q2 2023. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • B. Metzler seel. Sohn & Co reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 69,056 People Inc shares in Q2 2025, an estimated $2.6M.
  • B. Metzler seel. Sohn & Co first reported a position in People Inc in Q1 2021 and held it in 13 quarters.
  • B. Metzler seel. Sohn & Co's People Inc position peaked at $4.32M in Q2 2023.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2025, filed 11 Aug 2025.