Bank Julius Baer & Co
PPLI

Bank Julius Baer & Co’s People Inc PPLI Stock Holding History

Bank Julius Baer & 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
2026
Q2 		– Sell
-937
Closed -$37.5K – 693
2026
Q1 		$37.5K Sell
937
-3
-0.3% -$114 ﹤0.01% 618
2025
Q4 		$36.8K Sell
940
-1
-0.1% -$35 ﹤0.01% 595
2025
Q3 		$32.1K Buy
941
+5
+0.5% +$187 ﹤0.01% 611
2025
Q2 		$35K Sell
936
-209
-18% -$7.55K ﹤0.01% 561
2025
Q1 		$43.1K Buy
1,145
+106
+10% +$3.87K ﹤0.01% 552
2024
Q4 		$40.6K Buy
+1,039
New +$41.6K ﹤0.01% 572

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bank Julius Baer & Co's PPLI Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of People Inc (PPLI) in Q2 2026, closing a stake of 937 shares — an estimated $37.5K sold.

Bank Julius Baer & Co first reported a position in PPLI in Q4 2024 and held it in 6 quarters. The position peaked at $43.1K in Q1 2025. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 937 People Inc shares in Q2 2026, an estimated $37.5K.
  • Bank Julius Baer & Co first reported a position in People Inc in Q4 2024 and held it in 6 quarters.
  • Bank Julius Baer & Co's People Inc position peaked at $43.1K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.