HCP
PPLI

Holt Capital Partners’s People Inc PPLI Stock Holding History

Holt Capital Partners’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 		– Sell
-9,950
Closed -$389K – 155
2025
Q4 		$389K Sell
9,950
-265
-3% -$9.28K 0.05% 129
2025
Q3 		$348K Buy
10,215
+235
+2% +$8.77K 0.06% 127
2025
Q2 		$373K Sell
9,980
-1,881
-16% -$68K 0.06% 124
2025
Q1 		$447K Hold
11,861
– – 0.07% 124
2024
Q4 		$420K Buy
11,861
+1,914
+19% +$76.7K 0.06% 124
2024
Q3 		$439K Buy
9,947
+865
+10% +$36K 0.07% 125
2024
Q2 		$349K Hold
9,082
– – 0.07% 117
2024
Q1 		$397K Buy
9,082
+2,859
+46% +$123K 0.07% 125
2023
Q4 		$267K Hold
6,223
– – 0.05% 141
2023
Q3 		$257K Buy
6,223
+61
+1% +$2.96K 0.05% 135
2023
Q2 		$317K Buy
+6,162
New +$282K 0.06% 131
2021
Q2 		– Sell
-2,043
Closed -$241K – 158
2021
Q1 		$241K Hold
2,043
– – 0.05% 143
2020
Q4 		$211K Buy
+2,043
New +$157K 0.05% 145
2020
Q1 		– Sell
-6,239
Closed -$278K – 143
2019
Q4 		$278K Buy
+6,239
New +$251K 0.07% 129

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holt Capital Partners's PPLI Position: Q1 2026 in Review

Holt Capital Partners sold out of People Inc (PPLI) in Q1 2026, closing a stake of 9,950 shares — an estimated $389K sold.

Holt Capital Partners first reported a position in PPLI in Q4 2019 and held it in 14 quarters. The position peaked at $447K in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Holt Capital Partners reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Holt Capital Partners sold 9,950 People Inc shares in Q1 2026, an estimated $389K.
  • Holt Capital Partners first reported a position in People Inc in Q4 2019 and held it in 14 quarters.
  • Holt Capital Partners's People Inc position peaked at $447K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Holt Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.