Commonwealth Equity Services
PPLI

Commonwealth Equity Services’s People Inc PPLI Stock Holding History

Commonwealth Equity Services’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
-5,580
Closed -$218K – 4373
2025
Q4 		$218K Sell
5,580
-4,401
-44% -$154K ﹤0.01% 3908
2025
Q3 		$340K Sell
9,981
-225
-2% -$8.39K ﹤0.01% 3518
2025
Q2 		$381K Sell
10,206
-1,488
-13% -$53.8K ﹤0.01% 3386
2025
Q1 		$441K Sell
11,694
-2,364
-17% -$86.2K ﹤0.01% 3132
2024
Q4 		$497K Buy
14,058
+391
+3% +$15.7K ﹤0.01% 2950
2024
Q3 		$603K Sell
13,667
-3,657
-21% -$152K ﹤0.01% 2746
2024
Q2 		$666K Buy
17,324
+3,468
+25% +$143K ﹤0.01% 2606
2024
Q1 		$606K Buy
13,856
+1,781
+15% +$76.9K ﹤0.01% 2660
2023
Q4 		$519K Buy
12,075
+1,116
+10% +$43.7K ﹤0.01% 2670
2023
Q3 		$453K Buy
10,959
+4,938
+82% +$240K ﹤0.01% 2680
2023
Q2 		$310K Buy
6,021
+30
+0.5% +$1.37K ﹤0.01% 3031
2023
Q1 		$253 Buy
5,991
+80
+1% +$3.43K ﹤0.01% 3106
2022
Q4 		$215K Sell
5,911
-664
-10% -$26.3K ﹤0.01% 3157
2022
Q3 		$298K Buy
6,575
+2,039
+45% +$115K ﹤0.01% 2836
2022
Q2 		$282K Sell
4,536
-420
-8% -$29.6K ﹤0.01% 2887
2022
Q1 		$407K Sell
4,956
-7,755
-61% -$753K ﹤0.01% 2693
2021
Q4 		$1.36M Buy
12,711
+2,152
+20% +$243K ﹤0.01% 1765
2021
Q3 		$1.13M Buy
10,559
+528
+5% +$58.2K ﹤0.01% 1833
2021
Q2 		$1.27M Sell
10,031
-5,694
-36% -$738K ﹤0.01% 1748
2021
Q1 		$1.86M Buy
15,725
+2,081
+15% +$258K 0.01% 1380
2020
Q4 		$1.41M Buy
13,644
+2,578
+23% +$198K ﹤0.01% 1435
2020
Q3 		$723K Sell
11,066
-11,013
-50% -$755K ﹤0.01% 1699
2020
Q2 		$1.28M Buy
22,079
+369
+2% +$16.4K ﹤0.01% 1275
2020
Q1 		$695K Sell
21,710
-3,878
-15% -$154K ﹤0.01% 1483
2019
Q4 		$1.14M Sell
25,588
-778
-3% -$31.4K ﹤0.01% 1341
2019
Q3 		$1.03M Buy
26,366
+3,056
+13% +$130K ﹤0.01% 1356
2019
Q2 		$906K Buy
23,310
+2,036
+10% +$81.2K ﹤0.01% 1403
2019
Q1 		$798K Buy
21,274
+5,803
+38% +$215K ﹤0.01% 1451
2018
Q4 		$506K Buy
15,471
+772
+5% +$25.9K ﹤0.01% 1636
2018
Q3 		$569K Sell
14,699
-5,657
-28% -$184K ﹤0.01% 1706
2018
Q2 		$555K Sell
20,356
-487
-2% -$13.3K ﹤0.01% 1677
2018
Q1 		$582K Buy
+20,843
New +$549K ﹤0.01% 1614
2014
Q4 		– Sell
-22,180
Closed -$261K – 2124
2014
Q3 		$261K Buy
22,180
+4,090
+23% +$49.4K ﹤0.01% 1650
2014
Q2 		$224K Buy
18,090
+436
+2% +$5.22K ﹤0.01% 1747
2014
Q1 		$225K Buy
+17,654
New +$227K ﹤0.01% 1678

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

Commonwealth Equity Services's PPLI Position: Q1 2026 in Review

Commonwealth Equity Services sold out of People Inc (PPLI) in Q1 2026, closing a stake of 5,580 shares — an estimated $218K sold.

Commonwealth Equity Services first reported a position in PPLI in Q1 2014 and held it in 35 quarters. The position peaked at $1.86M in Q1 2021. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Commonwealth Equity Services reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,580 People Inc shares in Q1 2026, an estimated $218K.
  • Commonwealth Equity Services first reported a position in People Inc in Q1 2014 and held it in 35 quarters.
  • Commonwealth Equity Services's People Inc position peaked at $1.86M in Q1 2021.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.