CAPTRUST Financial Advisors
PPLI

CAPTRUST Financial Advisors’s People Inc PPLI Stock Holding History

CAPTRUST 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 		$537K Buy
13,417
+6,630
+98% +$251K ﹤0.01% 1989
2025
Q4 		$265K Buy
+6,787
New +$238K ﹤0.01% 2336
2025
Q3 		– Sell
-6,457
Closed -$241K – 2664
2025
Q2 		$241K Sell
6,457
-66,403
-91% -$2.4M ﹤0.01% 2182
2025
Q1 		$2.75M Buy
72,860
+7,427
+11% +$271K 0.01% 777
2024
Q4 		$2.32M Buy
65,433
+59,054
+926% +$2.37M 0.01% 832
2024
Q3 		$282K Buy
+6,379
New +$266K ﹤0.01% 1914
2024
Q1 		– Sell
-12,389
Closed -$532K – 2385
2023
Q4 		$532K Sell
12,389
-5,685
-31% -$223K ﹤0.01% 1697
2023
Q3 		$747K Sell
18,074
-5,103
-22% -$248K ﹤0.01% 1383
2023
Q2 		$1.19M Buy
23,177
+399
+2% +$18.3K ﹤0.01% 1103
2023
Q1 		$964K Buy
22,778
+1,191
+6% +$51K ﹤0.01% 1060
2022
Q4 		$786K Buy
21,587
+11,224
+108% +$444K ﹤0.01% 1101
2022
Q3 		$471K Sell
10,363
-1,472
-12% -$82.9K ﹤0.01% 1280
2022
Q2 		$738K Buy
11,835
+2,007
+20% +$142K ﹤0.01% 976
2022
Q1 		$808K Buy
9,828
+300
+3% +$29.1K 0.01% 938
2021
Q4 		$1.02M Buy
9,528
+97
+1% +$10.9K 0.01% 808
2021
Q3 		$1.01M Sell
9,431
-373
-4% -$41.1K 0.01% 746
2021
Q2 		$1.24M Sell
9,804
-8,549
-47% -$1.11M 0.01% 645
2021
Q1 		$2.17M Buy
18,353
+1,138
+7% +$141K 0.02% 446
2020
Q4 		$1.78M Buy
17,215
+1,085
+7% +$83.2K 0.02% 436
2020
Q3 		$1.1M Sell
16,130
-13,509
-46% -$927K 0.02% 488
2020
Q2 		$652K Buy
29,639
+4,924
+20% +$219K 0.01% 622
2020
Q1 		$741K Sell
24,715
-364
-1% -$14.4K 0.02% 482
2019
Q4 		$1.14M Buy
25,079
+19,484
+348% +$785K 0.02% 483
2019
Q3 		$218K Hold
5,595
– – 0.01% 551
2019
Q2 		$218K Hold
5,595
– – 0.01% 542
2019
Q1 		$210K Buy
5,595
+4,476
+400% +$166K 0.01% 512
2018
Q4 		$37K Sell
1,119
-280
-20% -$9.4K ﹤0.01% 861
2018
Q3 		$54K Hold
1,399
– – ﹤0.01% 757
2018
Q2 		$38K Hold
1,399
– – ﹤0.01% 749
2018
Q1 		$38K Hold
1,399
– – ﹤0.01% 674
2017
Q4 		$31K Buy
+1,399
New +$31.3K ﹤0.01% 684

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

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

CAPTRUST Financial Advisors increased its People Inc (PPLI) stake by 98% in Q1 2026, buying an estimated $251K and bringing the position to 13,417 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

CAPTRUST Financial Advisors first reported a position in PPLI in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.75M in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • CAPTRUST Financial Advisors held 13,417 shares of People Inc worth $537K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 6,630 People Inc shares in Q1 2026, an estimated $251K.
  • People Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1989 holding.
  • CAPTRUST Financial Advisors first reported a position in People Inc in Q4 2017 and has held it in 31 quarters since.
  • CAPTRUST Financial Advisors's People Inc position peaked at $2.75M in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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