J. Safra Asset Management’s PPL Corp PPL Stock Holding History

J. Safra Asset Management’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-761	Closed	-$28.3K	–	665
2025 Q3	$28.3K	Buy	+761	New	+$27.3K	﹤0.01%	231

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J. Safra Asset Management's PPL Position: Q4 2025 in Review

J. Safra Asset Management sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 761 shares — an estimated $28.3K sold.

J. Safra Asset Management first reported a position in PPL in Q3 2025 and held it in 1 quarter. The position peaked at $28.3K in Q3 2025. 970 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

J. Safra Asset Management reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
J. Safra Asset Management sold 761 PPL Corp shares in Q4 2025, an estimated $28.3K.
J. Safra Asset Management first reported a position in PPL Corp in Q3 2025 and held it in 1 quarter.
J. Safra Asset Management's PPL Corp position peaked at $28.3K in Q3 2025.
970 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.