CMP
PPLI

Coston McIsaac & Partners’s People Inc PPLI Stock Holding History

Coston McIsaac & Partners’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
2025
Q4 		– Sell
-115
Closed -$3K – 859
2025
Q3 		$3K Hold
115
– – ﹤0.01% 684
2025
Q2 		$4K Sell
115
-25
-18% -$903 ﹤0.01% 629
2025
Q1 		$5K Hold
140
– – ﹤0.01% 591
2024
Q4 		$4K Hold
140
– – ﹤0.01% 608
2024
Q3 		$6 Hold
140
– – ﹤0.01% 570
2024
Q2 		$5K Hold
140
– – ﹤0.01% 561
2024
Q1 		$6K Hold
140
– – ﹤0.01% 546
2023
Q4 		$6K Hold
140
– – ﹤0.01% 543
2023
Q3 		$5K Hold
140
– – ﹤0.01% 555
2023
Q2 		$7K Hold
140
– – ﹤0.01% 553
2023
Q1 		$5K Hold
140
– – ﹤0.01% 584
2022
Q4 		$5 Hold
140
– – ﹤0.01% 589
2022
Q3 		$6K Hold
140
– – ﹤0.01% 486
2022
Q2 		$9K Buy
+140
New +$9.87K 0.01% 284

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Coston McIsaac & Partners's PPLI Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of People Inc (PPLI) in Q4 2025, closing a stake of 115 shares — an estimated $3K sold.

Coston McIsaac & Partners first reported a position in PPLI in Q2 2022 and held it in 14 quarters. The position peaked at $9K in Q2 2022. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Coston McIsaac & Partners reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 115 People Inc shares in Q4 2025, an estimated $3K.
  • Coston McIsaac & Partners first reported a position in People Inc in Q2 2022 and held it in 14 quarters.
  • Coston McIsaac & Partners's People Inc position peaked at $9K in Q2 2022.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.