LifeSteps Financial
PPL icon

LifeSteps Financial’s PPL Corp PPL Stock Holding History

LifeSteps 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 		– Sell
-266
Closed -$9.7K – 555
2026
Q2 		$9.7K Buy
+266
New +$9.8K ﹤0.01% 421
2024
Q2 		– Sell
-165
Closed -$4.54K – 322
2024
Q1 		$4.54K Buy
+165
New +$4.39K ﹤0.01% 345

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LifeSteps Financial's PPL Position: Q3 2026 in Review

LifeSteps Financial sold out of PPL Corp (PPL) in Q3 2026, closing a stake of 266 shares — an estimated $9.7K sold.

LifeSteps Financial first reported a position in PPL in Q1 2024 and held it in 2 quarters. The position peaked at $9.7K in Q2 2026. 610 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • LifeSteps Financial reported no remaining PPL Corp position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 266 PPL Corp shares in Q3 2026, an estimated $9.7K.
  • LifeSteps Financial first reported a position in PPL Corp in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's PPL Corp position peaked at $9.7K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

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