BCS Private Wealth Management’s PPL Corp PPL Stock Holding History

BCS Private Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.03M	Buy	110,072 +4,828	+5%	+$178K	1.21%	24
2026 Q1	$4.05M	Buy	105,244 +3,660	+4%	+$135K	1.23%	20
2025 Q4	$3.59M	Buy	101,584 +699	+0.7%	+$25.2K	1.23%	24
2025 Q3	$3.78M	Buy	100,885 +9,360	+10%	+$336K	1.35%	22
2025 Q2	$3.13M	Buy	+91,525	New	+$3.19M	1.17%	26

Other funds holding PPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCS Private Wealth Management's PPL Position: Q2 2026 in Review

BCS Private Wealth Management increased its PPL Corp (PPL) stake by 4.6% in Q2 2026, buying an estimated $178K and bringing the position to 110,072 shares worth $4.03M. The position accounts for 1.21% of the portfolio, ranked #24.

BCS Private Wealth Management first reported a position in PPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.05M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

BCS Private Wealth Management held 110,072 shares of PPL Corp worth $4.03M as of Q2 2026.
BCS Private Wealth Management bought 4,828 PPL Corp shares in Q2 2026, an estimated $178K.
PPL Corp made up 1.21% of BCS Private Wealth Management's portfolio in Q2 2026, its #24 holding.
BCS Private Wealth Management first reported a position in PPL Corp in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's PPL Corp position peaked at $4.05M in Q1 2026.
1,035 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.