Bollard Group’s People Inc PPLI Stock Holding History

Bollard 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	$7K	Hold	169	–	–	﹤0.01%	280
2025 Q4	$7K	Hold	169	–	–	﹤0.01%	265
2025 Q3	$6K	Hold	169	–	–	﹤0.01%	245
2025 Q2	$6K	Sell	169 -37	-18%	-$1.34K	﹤0.01%	266
2025 Q1	$8K	Hold	206	–	–	﹤0.01%	253
2024 Q4	$7K	Hold	206	–	–	﹤0.01%	257
2024 Q3	$9K	Hold	206	–	–	﹤0.01%	270
2024 Q2	$8K	Hold	206	–	–	﹤0.01%	269
2024 Q1	$9K	Hold	206	–	–	﹤0.01%	264
2023 Q4	$9K	Hold	206	–	–	﹤0.01%	264
2023 Q3	$9K	Hold	206	–	–	﹤0.01%	274
2023 Q2	$11K	Hold	206	–	–	﹤0.01%	292
2023 Q1	$9K	Hold	206	–	–	﹤0.01%	254
2022 Q4	$8K	Hold	206	–	–	﹤0.01%	249
2022 Q3	$9K	Sell	206 -29,981	-99%	-$1.69M	﹤0.01%	251
2022 Q2	$1.88M	Sell	30,187 -250	-0.8%	-$17.6K	0.08%	96
2022 Q1	$2.5M	Sell	30,437 -682	-2%	-$66.3K	0.08%	101
2021 Q4	$3.34M	Hold	31,119	–	–	0.11%	90
2021 Q3	$3.33M	Hold	31,119	–	–	0.11%	88
2021 Q2	$3.94M	Sell	31,119 -15,652	-33%	-$2.03M	0.12%	82
2021 Q1	$5.52M	Hold	46,771	–	–	0.19%	64
2020 Q4	$4.83M	Sell	46,771 -565	-1%	-$43.3K	0.18%	61
2020 Q3	$3.1M	Sell	47,336 -100,349	-68%	-$6.88M	0.11%	81
2020 Q2	$8.54M	Hold	147,685	–	–	0.34%	47
2020 Q1	$4.73M	Sell	147,685 -2,350	-2%	-$93.1K	0.21%	62
2019 Q4	$6.68M	Hold	150,035	–	–	0.22%	67
2019 Q3	$5.84M	Hold	150,035	–	–	0.21%	68
2019 Q2	$5.83M	Hold	150,035	–	–	0.2%	72
2019 Q1	$5.63M	Hold	150,035	–	–	0.21%	67
2018 Q4	$4.91M	Buy	150,035 +6,714	+5%	+$225K	0.22%	56
2018 Q3	$5.55M	Hold	143,321	–	–	0.22%	55
2018 Q2	$3.91M	Hold	143,321	–	–	0.18%	65
2018 Q1	$4.01M	Hold	143,321	–	–	0.2%	63
2017 Q4	$3.13M	Hold	143,321	–	–	0.15%	70
2017 Q3	$3.01M	Hold	143,321	–	–	0.16%	78
2017 Q2	$2.64M	Hold	143,321	–	–	0.14%	86
2017 Q1	$1.89M	Buy	143,321 +16,786	+13%	+$218K	0.11%	107
2016 Q4	$1.47M	Hold	126,535	–	–	0.1%	111
2016 Q3	$1.41M	Buy	126,535 +12,417	+11%	+$131K	0.09%	115
2016 Q2	$1.15M	Hold	114,118	–	–	0.08%	125
2016 Q1	$960K	Hold	114,118	–	–	0.08%	128
2015 Q4	$1.23M	Hold	114,118	–	–	0.1%	114
2015 Q3	$1.33M	Buy	114,118 +559	+0.5%	+$7.42K	0.11%	119
2015 Q2	$1.62M	Buy	113,559 +504	+0.4%	+$6.68K	0.12%	111
2015 Q1	$1.36M	Buy	113,055 +565	+0.5%	+$6.54K	0.1%	118
2014 Q4	$1.22M	Buy	112,490 +582	+0.5%	+$6.59K	0.11%	113
2014 Q3	$1.32M	Hold	111,908	–	–	0.12%	124
2014 Q2	$1.39M	Hold	111,908	–	–	0.13%	117
2014 Q1	$1.43M	Hold	111,908	–	–	0.14%	85
2013 Q4	$1.37M	Hold	111,908	–	–	0.15%	81
2013 Q3	$1.09M	Buy	+111,908	New	+$1.02M	0.13%	85

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bollard Group's PPLI Position: Q1 2026 in Review

Bollard Group held its People Inc (PPLI) position steady in Q1 2026 at 169 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Bollard Group first reported a position in PPLI in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.54M in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Bollard Group held 169 shares of People Inc worth $7K as of Q1 2026.
Bollard Group left its People Inc share count unchanged in Q1 2026.
People Inc made up ﹤0.01% of Bollard Group's portfolio in Q1 2026, its #280 holding.
Bollard Group first reported a position in People Inc in Q3 2013 and has held it in 51 quarters since.
Bollard Group's People Inc position peaked at $8.54M in Q2 2020.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.