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
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 $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

Bragg Financial Advisors's PPLI Position: Q1 2026 in Review

Bragg Financial Advisors reduced its People Inc (PPLI) stake by 0.11% in Q1 2026, selling an estimated $14.8K and leaving 369,226 shares worth $14.8M. The position accounts for 0.47% of the portfolio, ranked #82.

Bragg Financial Advisors first reported a position in PPLI in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.9M in Q3 2024. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Bragg Financial Advisors held 369,226 shares of People Inc worth $14.8M as of Q1 2026.
  • Bragg Financial Advisors sold 389 People Inc shares in Q1 2026, an estimated $14.8K.
  • People Inc made up 0.47% of Bragg Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Bragg Financial Advisors first reported a position in People Inc in Q2 2022 and has held it in 16 quarters since.
  • Bragg Financial Advisors's People Inc position peaked at $21.9M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.