Lantz Financial
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Lantz Financial’s PPL Corp PPL Stock Holding History

Lantz Financial’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
2026
Q3 		$328K Buy
9,979
+2,719
+37% +$94.8K 0.06% 213
2026
Q2 		$264K Buy
7,260
+1,527
+27% +$56.4K 0.05% 225
2026
Q1 		$219K Buy
+5,733
New +$212K 0.05% 229

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lantz Financial's PPL Position: Q3 2026 in Review

Lantz Financial increased its PPL Corp (PPL) stake by 37% in Q3 2026, buying an estimated $94.8K and bringing the position to 9,979 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #213.

Lantz Financial first reported a position in PPL in Q1 2026 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • Lantz Financial held 9,979 shares of PPL Corp worth $328K as of Q3 2026.
  • Lantz Financial bought 2,719 PPL Corp shares in Q3 2026, an estimated $94.8K.
  • PPL Corp made up 0.06% of Lantz Financial's portfolio in Q3 2026, its #213 holding.
  • Lantz Financial first reported a position in PPL Corp in Q1 2026 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.