BFG
PPLI

Bleakley Financial Group’s People Inc PPLI Stock Holding History

Bleakley Financial Group’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 		$1.38M Buy
34,592
+404
+1% +$15.3K 0.02% 457
2025
Q4 		$1.34M Buy
34,188
+742
+2% +$26K 0.02% 420
2025
Q3 		$1.14M Sell
33,446
-396
-1% -$14.8K 0.03% 390
2025
Q2 		$1.26M Sell
33,842
-6,503
-16% -$235K 0.03% 359
2025
Q1 		$1.52M Buy
40,345
+395
+1% +$14.4K 0.05% 279
2024
Q4 		$1.41M Sell
39,950
-377
-0.9% -$15.1K 0.04% 326
2024
Q3 		$1.78M Sell
40,327
-39
-0.1% -$1.62K 0.05% 275
2024
Q2 		$1.55M Sell
40,366
-67,014
-62% -$2.77M 0.04% 318
2024
Q1 		$4.7M Sell
107,380
-11
-0% -$475 0.14% 147
2023
Q4 		$4.61M Sell
107,391
-411
-0.4% -$16.1K 0.15% 134
2023
Q3 		$4.46M Sell
107,802
-579
-0.5% -$28.1K 0.16% 123
2023
Q2 		$5.58M Sell
108,381
-2,605
-2% -$119K 0.17% 110
2023
Q1 		$4.7M Buy
110,986
+2,599
+2% +$111K 0.16% 116
2022
Q4 		$3.95M Buy
+108,387
New +$4.29M 0.14% 143

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

Bleakley Financial Group's PPLI Position: Q1 2026 in Review

Bleakley Financial Group increased its People Inc (PPLI) stake by 1.2% in Q1 2026, buying an estimated $15.3K and bringing the position to 34,592 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #457.

Bleakley Financial Group first reported a position in PPLI in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.58M in Q2 2023. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Bleakley Financial Group held 34,592 shares of People Inc worth $1.38M as of Q1 2026.
  • Bleakley Financial Group bought 404 People Inc shares in Q1 2026, an estimated $15.3K.
  • People Inc made up 0.02% of Bleakley Financial Group's portfolio in Q1 2026, its #457 holding.
  • Bleakley Financial Group first reported a position in People Inc in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's People Inc position peaked at $5.58M in Q2 2023.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.