BFA
PPLI

Bragg Financial Advisors’s People Inc PPLI Stock Holding History

Bragg Financial Advisors’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 		$17M Sell
367,731
-1,495
-0.4% -$63.8K 0.45% 82
2026
Q1 		$14.8M Sell
369,226
-389
-0.1% -$14.8K 0.47% 82
2025
Q4 		$14.5M Sell
369,615
-64,125
-15% -$2.25M 0.47% 83
2025
Q3 		$14.8M Buy
433,740
+1,995
+0.5% +$74.4K 0.49% 76
2025
Q2 		$16.1M Sell
431,745
-31,413
-7% -$1.14M 0.58% 64
2025
Q1 		$17.5M Sell
463,158
-33,002
-7% -$1.2M 0.72% 47
2024
Q4 		$17.6M Buy
496,160
+621
+0.1% +$24.9K 0.71% 48
2024
Q3 		$21.9M Buy
495,539
+1,436
+0.3% +$59.8K 0.9% 29
2024
Q2 		$19M Buy
494,103
+134,288
+37% +$5.55M 0.85% 32
2024
Q1 		$15.7M Buy
359,815
+849
+0.2% +$36.7K 0.71% 50
2023
Q4 		$15.4M Sell
358,966
-143
-0% -$5.6K 0.73% 49
2023
Q3 		$14.8M Buy
359,109
+67,690
+23% +$3.28M 0.78% 42
2023
Q2 		$15M Buy
291,419
+6,990
+2% +$320K 0.82% 36
2023
Q1 		$12M Buy
284,429
+98,201
+53% +$4.2M 0.71% 51
2022
Q4 		$6.78M Buy
186,228
+136,139
+272% +$5.39M 0.41% 98
2022
Q3 		$2.28M Buy
50,089
+31,353
+167% +$1.77M 0.16% 144
2022
Q2 		$1.17M Buy
+18,736
New +$1.32M 0.08% 175

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

Bragg Financial Advisors's PPLI Position: Q2 2026 in Review

Bragg Financial Advisors reduced its People Inc (PPLI) stake by 0.4% in Q2 2026, selling an estimated $63.8K and leaving 367,731 shares worth $17M. The position accounts for 0.45% of the portfolio, ranked #82.

Bragg Financial Advisors first reported a position in PPLI in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.9M in Q3 2024. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Bragg Financial Advisors held 367,731 shares of People Inc worth $17M as of Q2 2026.
  • Bragg Financial Advisors sold 1,495 People Inc shares in Q2 2026, an estimated $63.8K.
  • People Inc made up 0.45% of Bragg Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Bragg Financial Advisors first reported a position in People Inc in Q2 2022 and has held it in 17 quarters since.
  • Bragg Financial Advisors's People Inc position peaked at $21.9M in Q3 2024.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.