KAS
PPLI

Kestra Advisory Services’s People Inc PPLI Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,045
Closed -$79.9K – 3704
2025
Q4 		$79.9K Buy
+2,045
New +$71.6K ﹤0.01% 3601
2022
Q3 		– Sell
-6,115
Closed -$381K – 2164
2022
Q2 		$381K Sell
6,115
-660
-10% -$46.5K ﹤0.01% 1480
2022
Q1 		$557K Buy
6,775
+1,825
+37% +$177K 0.01% 1229
2021
Q4 		$531K Buy
4,950
+676
+16% +$76.2K 0.01% 1285
2021
Q3 		$457K Buy
4,274
+127
+3% +$14K ﹤0.01% 1433
2021
Q2 		$524K Sell
4,147
-3,015
-42% -$391K 0.01% 1259
2021
Q1 		$846K Buy
+7,162
New +$889K 0.01% 952

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

Kestra Advisory Services's PPLI Position: Q1 2026 in Review

Kestra Advisory Services sold out of People Inc (PPLI) in Q1 2026, closing a stake of 2,045 shares — an estimated $79.9K sold.

Kestra Advisory Services first reported a position in PPLI in Q1 2021 and held it in 7 quarters. The position peaked at $846K in Q1 2021. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Kestra Advisory Services reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,045 People Inc shares in Q1 2026, an estimated $79.9K.
  • Kestra Advisory Services first reported a position in People Inc in Q1 2021 and held it in 7 quarters.
  • Kestra Advisory Services's People Inc position peaked at $846K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.