FA
PPLI

Fortis Advisors’s People Inc PPLI Stock Holding History

Fortis Advisors’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
Q4 		– Sell
-9,650
Closed -$329K – 128
2025
Q3 		$329K Hold
9,650
– – 0.18% 87
2025
Q2 		$360K Sell
9,650
-2,113
-18% -$76.4K 0.23% 75
2025
Q1 		$443K Hold
11,763
– – 0.29% 66
2024
Q4 		$416K Buy
11,763
+2,224
+23% +$89.1K 0.27% 72
2024
Q3 		$421K Hold
9,539
– – 0.27% 62
2024
Q2 		$367K Buy
9,539
+488
+5% +$20.2K 0.26% 66
2024
Q1 		$396K Buy
+9,051
New +$391K 0.27% 60
2023
Q4 		– Sell
-10,026
Closed -$414K – 91
2023
Q3 		$414K Hold
10,026
– – 0.31% 50
2023
Q2 		$517K Hold
10,026
– – 0.37% 39
2023
Q1 		$424K Buy
10,026
+2,468
+33% +$106K 0.28% 49
2022
Q4 		$275K Hold
7,558
– – 0.21% 70
2022
Q3 		$343K Buy
7,558
+396
+6% +$22.3K 0.24% 59
2022
Q2 		$446K Buy
7,162
+2,219
+45% +$157K 0.3% 45
2022
Q1 		$407K Buy
4,943
+311
+7% +$30.2K 0.22% 61
2021
Q4 		$497K Buy
4,632
+1,341
+41% +$151K 0.29% 49
2021
Q3 		$352K Hold
3,291
– – 0.22% 66
2021
Q2 		$416K Buy
3,291
+726
+28% +$94K 0.24% 64
2021
Q1 		$303K Hold
2,565
– – 0.22% 65
2020
Q4 		$265K Hold
2,565
– – 0.23% 51
2020
Q3 		$168K Sell
2,565
-5,269
-67% -$361K 0.16% 54
2020
Q2 		$453K Hold
7,834
– – 0.45% 34
2020
Q1 		$251K Buy
7,834
+5,904
+306% +$234K 0.17% 62
2019
Q4 		$86K Hold
1,930
– – 0.05% 187
2019
Q3 		$75K Hold
1,930
– – 0.04% 195
2019
Q2 		$75K Hold
1,930
– – 0.04% 203
2019
Q1 		$72K Sell
1,930
-560
-22% -$20.7K 0.04% 197
2018
Q4 		$81K Hold
2,490
– – 0.05% 181
2018
Q3 		$96K Hold
2,490
– – 0.05% 158
2018
Q2 		$68K Buy
2,490
+1,930
+345% +$52.8K 0.04% 177
2018
Q1 		$16K Sell
560
-9,316
-94% -$245K 0.01% 227
2017
Q4 		$216K Buy
9,876
+9,316
+1,664% +$209K 0.13% 65
2017
Q3 		$12K Buy
+560
New +$10.9K 0.01% 227

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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Fortis Advisors's PPLI Position: Q4 2025 in Review

Fortis Advisors sold out of People Inc (PPLI) in Q4 2025, closing a stake of 9,650 shares — an estimated $329K sold.

Fortis Advisors first reported a position in PPLI in Q3 2017 and held it in 32 quarters. The position peaked at $517K in Q2 2023. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Fortis Advisors reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Fortis Advisors sold 9,650 People Inc shares in Q4 2025, an estimated $329K.
  • Fortis Advisors first reported a position in People Inc in Q3 2017 and held it in 32 quarters.
  • Fortis Advisors's People Inc position peaked at $517K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Fortis Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.