Focus Partners Wealth
PPLI

Focus Partners Wealth’s People Inc PPLI Stock Holding History

Focus Partners Wealth’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
Q2 		– Sell
-7,152
Closed -$270K – 2093
2025
Q1 		$270K Buy
+7,152
New +$261K ﹤0.01% 1625
2024
Q3 		– Sell
-9,870
Closed -$379K – 1638
2024
Q2 		$379K Buy
+9,870
New +$408K ﹤0.01% 1012

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Focus Partners Wealth's PPLI Position: Q2 2025 in Review

Focus Partners Wealth sold out of People Inc (PPLI) in Q2 2025, closing a stake of 7,152 shares — an estimated $270K sold.

Focus Partners Wealth first reported a position in PPLI in Q2 2024 and held it in 2 quarters. The position peaked at $379K in Q2 2024. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • Focus Partners Wealth reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 7,152 People Inc shares in Q2 2025, an estimated $270K.
  • Focus Partners Wealth first reported a position in People Inc in Q2 2024 and held it in 2 quarters.
  • Focus Partners Wealth's People Inc position peaked at $379K in Q2 2024.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.