DC
PPLI

Davenport & Co’s People Inc PPLI Stock Holding History

Davenport & Co’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 		$1.81M Sell
39,275
-8,115
-17% -$346K 0.01% 595
2026
Q1 		$1.9M Sell
47,390
-4,310
-8% -$163K 0.01% 537
2025
Q4 		$2.02M Sell
51,700
-1,420
-3% -$49.7K 0.01% 528
2025
Q3 		$1.81M Sell
53,120
-4,500
-8% -$168K 0.01% 548
2025
Q2 		$2.15M Sell
57,620
-1,154
-2% -$41.7K 0.01% 495
2025
Q1 		$1.82M Buy
58,774
+5,693
+11% +$208K 0.01% 516
2024
Q4 		$1.88M Buy
53,081
+2,581
+5% +$103K 0.01% 498
2024
Q3 		$2.23M Sell
50,500
-1,208
-2% -$50.3K 0.01% 448
2024
Q2 		$1.99M Sell
51,708
-870
-2% -$35.9K 0.01% 457
2024
Q1 		$2.3M Sell
52,578
-1,529
-3% -$66K 0.01% 411
2023
Q4 		$2.32M Buy
54,107
+331
+0.6% +$13K 0.02% 387
2023
Q3 		$2.22M Sell
53,776
-153
-0.3% -$7.42K 0.02% 363
2023
Q2 		$2.78M Buy
53,929
+2,892
+6% +$132K 0.02% 337
2023
Q1 		$2.16M Buy
51,037
+22,127
+77% +$947K 0.02% 367
2022
Q4 		$1.05M Buy
28,910
+13,338
+86% +$528K 0.01% 495
2022
Q3 		$707K Buy
+15,572
New +$877K 0.01% 584

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co's PPLI Position: Q2 2026 in Review

Davenport & Co reduced its People Inc (PPLI) stake by 17% in Q2 2026, selling an estimated $346K and leaving 39,275 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #595.

Davenport & Co first reported a position in PPLI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.78M in Q2 2023. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Davenport & Co held 39,275 shares of People Inc worth $1.81M as of Q2 2026.
  • Davenport & Co sold 8,115 People Inc shares in Q2 2026, an estimated $346K.
  • People Inc made up 0.01% of Davenport & Co's portfolio in Q2 2026, its #595 holding.
  • Davenport & Co first reported a position in People Inc in Q3 2022 and has held it in 16 quarters since.
  • Davenport & Co's People Inc position peaked at $2.78M in Q2 2023.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.