Jones Financial Companies
PPLI

Jones Financial Companies’s People Inc PPLI Stock Holding History

Jones Financial Companies’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 		$55.8K Buy
1,247
+532
+74% +$22.7K ﹤0.01% 3077
2026
Q1 		$27.8K Buy
715
+688
+2,548% +$26.1K ﹤0.01% 3163
2025
Q4 		$1.06K Hold
27
– – ﹤0.01% 4003
2025
Q3 		$946 Sell
27
-41
-60% -$1.53K ﹤0.01% 3908
2025
Q2 		$2.55K Buy
68
+18
+36% +$651 ﹤0.01% 3381
2025
Q1 		$1.9K Sell
50
-77
-61% -$2.81K ﹤0.01% 3254
2024
Q4 		$4.49K Buy
127
+50
+65% +$2K ﹤0.01% 2788
2024
Q3 		$3.45K Buy
+77
New +$3.21K ﹤0.01% 2543

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Jones Financial Companies's PPLI Position: Q2 2026 in Review

Jones Financial Companies increased its People Inc (PPLI) stake by 74% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,247 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

Jones Financial Companies first reported a position in PPLI in Q3 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Jones Financial Companies held 1,247 shares of People Inc worth $55.8K as of Q2 2026.
  • Jones Financial Companies bought 532 People Inc shares in Q2 2026, an estimated $22.7K.
  • People Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3077 holding.
  • Jones Financial Companies first reported a position in People Inc in Q3 2024 and has held it in 8 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.