LPL Financial
PPLI

LPL Financial’s People Inc PPLI Stock Holding History

LPL Financial’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 		$1.95M Buy
48,800
+7,208
+17% +$273K ﹤0.01% 3534
2025
Q4 		$1.63M Buy
41,592
+3,268
+9% +$114K ﹤0.01% 3587
2025
Q3 		$1.31M Buy
38,324
+6,473
+20% +$242K ﹤0.01% 3744
2025
Q2 		$1.19M Buy
31,851
+26,095
+453% +$943K ﹤0.01% 3597
2025
Q1 		$217K Sell
5,756
-359
-6% -$13.1K ﹤0.01% 4808
2024
Q4 		$216K Buy
6,115
+894
+17% +$35.8K ﹤0.01% 4763
2024
Q3 		$231K Sell
5,221
-820
-14% -$34.2K ﹤0.01% 4628
2024
Q2 		$232K Sell
6,041
-88
-1% -$3.64K ﹤0.01% 4455
2024
Q1 		$268K Buy
6,129
+541
+10% +$23.4K ﹤0.01% 4291
2023
Q4 		$240K Sell
5,588
-8,416
-60% -$330K ﹤0.01% 4258
2023
Q3 		$579K Buy
14,004
+1,653
+13% +$80.2K ﹤0.01% 3358
2023
Q2 		$636K Sell
12,351
-10,449
-46% -$479K ﹤0.01% 3230
2023
Q1 		$965K Buy
22,800
+569
+3% +$24.4K ﹤0.01% 2787
2022
Q4 		$810K Buy
22,231
+7,627
+52% +$302K ﹤0.01% 2807
2022
Q3 		$663K Buy
14,604
+60
+0.4% +$3.38K ﹤0.01% 2882
2022
Q2 		$906K Buy
+14,544
New +$1.03M ﹤0.01% 2646
2022
Q1 		– Sell
-7,737
Closed -$830K – 4294
2021
Q4 		$830K Buy
7,737
+1,644
+27% +$185K ﹤0.01% 2826
2021
Q3 		$651K Sell
6,093
-81
-1% -$8.93K ﹤0.01% 2988
2021
Q2 		$781K Sell
6,174
-2,347
-28% -$304K ﹤0.01% 2776
2021
Q1 		$1.01M Sell
8,521
-1,219
-13% -$151K ﹤0.01% 2383
2020
Q4 		$1.01M Sell
9,740
-962
-9% -$73.7K ﹤0.01% 2174
2020
Q3 		$700K Sell
10,702
-25,198
-70% -$1.73M ﹤0.01% 2204
2020
Q2 		$2.08M Buy
35,900
+3,435
+11% +$153K ﹤0.01% 1331
2020
Q1 		$1.04M Sell
32,465
-6,552
-17% -$259K ﹤0.01% 1591
2019
Q4 		$1.74M Sell
39,017
-37,573
-49% -$1.51M ﹤0.01% 1451
2019
Q3 		$2.98M Buy
76,590
+38,715
+102% +$1.65M 0.01% 1021
2019
Q2 		$1.47M Sell
37,875
-1,226
-3% -$48.9K ﹤0.01% 1442
2019
Q1 		$1.47M Buy
39,101
+7,073
+22% +$262K ﹤0.01% 1384
2018
Q4 		$1.05M Buy
32,028
+15,208
+90% +$510K ﹤0.01% 1499
2018
Q3 		$651K Buy
16,820
+3,145
+23% +$102K ﹤0.01% 2019
2018
Q2 		$373K Buy
13,675
+5,405
+65% +$148K ﹤0.01% 2448
2018
Q1 		$231K Buy
+8,270
New +$218K ﹤0.01% 2841
2016
Q2 		– Sell
-39,845
Closed -$326K – 2779
2016
Q1 		$326K Sell
39,845
-420
-1% -$3.61K ﹤0.01% 2447
2015
Q4 		$427K Buy
40,265
+5,713
+17% +$66.1K ﹤0.01% 2301
2015
Q3 		$422K Sell
34,552
-33
-0.1% -$438 ﹤0.01% 1937
2015
Q2 		$493K Buy
34,585
+16,551
+92% +$219K ﹤0.01% 1917
2015
Q1 		$216K Sell
18,034
-1,539
-8% -$17.8K ﹤0.01% 2495
2014
Q4 		$213K Hold
19,573
– – ﹤0.01% 2460
2014
Q3 		$224K Buy
19,573
+2,059
+12% +$24.9K ﹤0.01% 2367
2014
Q2 		$217K Sell
17,514
-3,139
-15% -$37.6K ﹤0.01% 2429
2014
Q1 		$264K Sell
20,653
-3,474
-14% -$44.7K ﹤0.01% 2223
2013
Q4 		$296K Sell
24,127
-14,772
-38% -$152K ﹤0.01% 2126
2013
Q3 		$383K Buy
38,899
+13,585
+54% +$124K ﹤0.01% 1832
2013
Q2 		$215K Buy
+25,314
New +$216K ﹤0.01% 2153

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

LPL Financial's PPLI Position: Q1 2026 in Review

LPL Financial increased its People Inc (PPLI) stake by 17% in Q1 2026, buying an estimated $273K and bringing the position to 48,800 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

LPL Financial first reported a position in PPLI in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.98M in Q3 2019. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • LPL Financial held 48,800 shares of People Inc worth $1.95M as of Q1 2026.
  • LPL Financial bought 7,208 People Inc shares in Q1 2026, an estimated $273K.
  • People Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3534 holding.
  • LPL Financial first reported a position in People Inc in Q2 2013 and has held it in 44 quarters since.
  • LPL Financial's People Inc position peaked at $2.98M in Q3 2019.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.