Financial Consulate’s People Inc PPLI Stock Holding History

Financial Consulate’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	$10K	Hold	250	–	–	﹤0.01%	640
2025 Q4	$9.78K	Hold	250	–	–	﹤0.01%	614
2025 Q3	$8.52K	Buy	+250	New	+$9.33K	﹤0.01%	573

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Consulate's PPLI Position: Q1 2026 in Review

Financial Consulate held its People Inc (PPLI) position steady in Q1 2026 at 250 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Financial Consulate first reported a position in PPLI in Q3 2025 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Financial Consulate held 250 shares of People Inc worth $10K as of Q1 2026.
Financial Consulate left its People Inc share count unchanged in Q1 2026.
People Inc made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #640 holding.
Financial Consulate first reported a position in People Inc in Q3 2025 and has held it in 3 quarters since.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.