JFS Wealth Advisors’s People Inc PPLI Stock Holding History

JFS Wealth 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
2026 Q2	$554	Buy	+12	New	+$512	﹤0.01%	1938
2025 Q4	–	Sell	-1,143	Closed	-$38.9K	–	1948
2025 Q3	$38.9K	Buy	+1,143	New	+$42.6K	﹤0.01%	556
2014 Q1	–	Sell	-51,953	Closed	-$637K	–	122
2013 Q4	$637K	Buy	51,953 +3,251	+7%	+$33.5K	0.28%	57
2013 Q3	$476K	Buy	48,702 +9,562	+24%	+$87.4K	0.22%	65
2013 Q2	$333K	Buy	+39,140	New	+$334K	0.17%	82

Other funds holding PPLI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

JFS Wealth Advisors's PPLI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in People Inc (PPLI) in Q2 2026: 12 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #1938 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PPLI as recently as Q3 2025.

JFS Wealth Advisors first reported a position in PPLI in Q2 2013 and has held it in 5 quarters since. The position peaked at $637K in Q4 2013. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

JFS Wealth Advisors held 12 shares of People Inc worth $554 as of Q2 2026.
People Inc was a new JFS Wealth Advisors position in Q2 2026.
People Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1938 holding.
JFS Wealth Advisors first reported a position in People Inc in Q2 2013 and has held it in 5 quarters since.
JFS Wealth Advisors's People Inc position peaked at $637K in Q4 2013.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.