MB, Levis & Associates’s PPL Corp PPL Stock Holding History

MB, Levis & Associates’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	$40.3K	Buy	1,224 +9	+0.7%	+$314	0.01%	115
2026 Q2	$44.2K	Buy	1,215 +9	+0.7%	+$332	0.02%	113
2026 Q1	$46.1K	Buy	1,206 +10	+0.8%	+$369	0.02%	106
2025 Q4	$41.9K	Buy	1,196 +8	+0.7%	+$288	0.02%	110
2025 Q3	$44.1K	Buy	1,188 +10	+0.8%	+$359	0.02%	107
2025 Q2	$39.9K	Buy	1,178 +9	+0.8%	+$313	0.02%	137
2025 Q1	$42.2K	Buy	1,169 +9	+0.8%	+$305	0.02%	126
2024 Q4	$37.7K	Buy	1,160 +8	+0.7%	+$263	0.02%	129
2024 Q3	$38.1K	Buy	1,152 +157	+16%	+$4.8K	0.02%	128
2024 Q2	$27.5K	Hold	995	–	–	0.01%	145
2024 Q1	$27.4K	Hold	995	–	–	0.01%	144
2023 Q4	$27K	Hold	995	–	–	0.02%	142
2023 Q3	$23.5K	Buy	995 +4	+0.4%	+$103	0.02%	149
2023 Q2	$26.2K	Buy	991 +9	+0.9%	+$248	0.02%	147
2023 Q1	$27.3K	Buy	982 +7	+0.7%	+$198	0.02%	145
2022 Q4	$28.5K	Buy	+975	New	+$26.8K	0.02%	132

Other funds holding PPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MB, Levis & Associates's PPL Position: Q3 2026 in Review

MB, Levis & Associates increased its PPL Corp (PPL) stake by 0.74% in Q3 2026, buying an estimated $314 and bringing the position to 1,224 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #115.

MB, Levis & Associates first reported a position in PPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $46.1K in Q1 2026. 173 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

MB, Levis & Associates held 1,224 shares of PPL Corp worth $40.3K as of Q3 2026.
MB, Levis & Associates bought 9 PPL Corp shares in Q3 2026, an estimated $314.
PPL Corp made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #115 holding.
MB, Levis & Associates first reported a position in PPL Corp in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's PPL Corp position peaked at $46.1K in Q1 2026.
173 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.