Diversified Trust
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Diversified Trust’s People Inc PPLI Stock Holding History

Diversified Trust’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
Q3 		$538K Buy
+12,826
New +$527K 0.01% 669
2020
Q3 		– Sell
-3,620
Closed -$209K – 677
2020
Q2 		$209K Buy
+3,620
New +$161K 0.01% 492

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Boston Partners
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Diversified Trust's PPLI Position: Q3 2026 in Review

Diversified Trust opened a new position in People Inc (PPLI) in Q3 2026: 12,826 shares worth $538K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Diversified Trust previously reported a position in PPLI as recently as Q2 2020.

Diversified Trust first reported a position in PPLI in Q2 2020 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Diversified Trust held 12,826 shares of People Inc worth $538K as of Q3 2026.
  • People Inc was a new Diversified Trust position in Q3 2026.
  • People Inc made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #669 holding.
  • Diversified Trust first reported a position in People Inc in Q2 2020 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.