BFPW
PPLI

BOK Financial Private Wealth’s People Inc PPLI Stock Holding History

BOK Financial Private 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
Q1 		– Sell
-70
Closed -$2.74K – 480
2025
Q4 		$2.74K Buy
+70
New +$2.45K ﹤0.01% 425

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

BOK Financial Private Wealth's PPLI Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of People Inc (PPLI) in Q1 2026, closing a stake of 70 shares — an estimated $2.74K sold.

BOK Financial Private Wealth first reported a position in PPLI in Q4 2025 and held it in 1 quarter. The position peaked at $2.74K in Q4 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 70 People Inc shares in Q1 2026, an estimated $2.74K.
  • BOK Financial Private Wealth first reported a position in People Inc in Q4 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's People Inc position peaked at $2.74K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.