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
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 $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

Jones Financial Companies's PPLI Position: Q1 2026 in Review

Jones Financial Companies increased its People Inc (PPLI) stake by 2,548% in Q1 2026, buying an estimated $26.1K and bringing the position to 715 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Jones Financial Companies first reported a position in PPLI in Q3 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Jones Financial Companies held 715 shares of People Inc worth $27.8K as of Q1 2026.
  • Jones Financial Companies bought 688 People Inc shares in Q1 2026, an estimated $26.1K.
  • People Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3163 holding.
  • Jones Financial Companies first reported a position in People Inc in Q3 2024 and has held it in 7 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.