IFP Advisors’s Planet Labs PL Stock Holding History

IFP Advisors’s Portfolio PL Stock Details PL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4K	Buy	444 +63	+17%	+$1.61K	﹤0.01%	3053
2025 Q4	$7.51K	Buy	381 +364	+2,141%	+$5.22K	﹤0.01%	3217
2025 Q3	$221	Buy	17 +10	+143%	+$77	﹤0.01%	4376
2025 Q2	$43	Buy	+7	New	+$29	﹤0.01%	4807
2025 Q1	–	Sell	-479	Closed	-$2.1K	–	4555
2024 Q4	$2.1K	Sell	479 -21	-4%	-$65	﹤0.01%	3087
2024 Q3	$1.11K	Hold	500	–	–	﹤0.01%	3063
2024 Q2	$930	Hold	500	–	–	﹤0.01%	3003
2024 Q1	$1.27K	Hold	500	–	–	﹤0.01%	2800
2023 Q4	$1.24K	Sell	500 -1,898	-79%	-$4.49K	﹤0.01%	2781
2023 Q3	$6.24K	Buy	2,398 +148	+7%	+$470	﹤0.01%	2428
2023 Q2	$7.25K	Hold	2,250	–	–	﹤0.01%	2407
2023 Q1	$25.5K	Sell	2,250 -2,750	-55%	-$12.3K	﹤0.01%	1910
2022 Q4	$57K	Buy	5,000 +174	+4%	+$901	﹤0.01%	2147
2022 Q3	$54K	Buy	4,826 +300	+7%	+$1.66K	﹤0.01%	2310
2022 Q2	$51K	Hold	4,526	–	–	﹤0.01%	2164
2022 Q1	$51K	Buy	4,526 +4,191	+1,251%	+$23.1K	﹤0.01%	2164
2021 Q4	$3K	Buy	+335	New	+$3.17K	﹤0.01%	2682

Other funds holding PL

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return