CGH
PPLI

Crossmark Global Holdings’s People Inc PPLI Stock Holding History

Crossmark Global Holdings’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 		– Sell
-5,238
Closed -$210K – 1286
2026
Q1 		$210K Hold
5,238
– – ﹤0.01% 1184
2025
Q4 		$205K Buy
+5,238
New +$183K ﹤0.01% 1177
2025
Q2 		– Sell
-6,056
Closed -$228K – 1348
2025
Q1 		$228K Sell
6,056
-28
-0.5% -$1.02K ﹤0.01% 1208
2024
Q4 		$215K Hold
6,084
– – ﹤0.01% 1185
2024
Q3 		$268K Buy
6,084
+15
+0.2% +$625 ﹤0.01% 1126
2024
Q2 		$233K Buy
+6,069
New +$251K ﹤0.01% 1176
2018
Q4 		– Sell
-7,923
Closed -$307K – 1467
2018
Q3 		$307K Buy
7,923
+543
+7% +$17.6K 0.01% 1301
2018
Q2 		$201K Sell
7,380
-1,119
-13% -$30.6K 0.01% 1535
2018
Q1 		$238K Sell
8,499
-1,617
-16% -$42.6K 0.01% 1418
2017
Q4 		$221K Buy
10,116
+50
+0.5% +$1.12K 0.01% 1535
2017
Q3 		$212K Buy
+10,066
New +$195K 0.01% 1525
2016
Q3 		$212K Buy
+10,066
New +$106K 0.01% 1524

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Crossmark Global Holdings's PPLI Position: Q2 2026 in Review

Crossmark Global Holdings sold out of People Inc (PPLI) in Q2 2026, closing a stake of 5,238 shares — an estimated $210K sold.

Crossmark Global Holdings first reported a position in PPLI in Q3 2016 and held it in 12 quarters. The position peaked at $307K in Q3 2018. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Crossmark Global Holdings reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,238 People Inc shares in Q2 2026, an estimated $210K.
  • Crossmark Global Holdings first reported a position in People Inc in Q3 2016 and held it in 12 quarters.
  • Crossmark Global Holdings's People Inc position peaked at $307K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.