McClarren Financial Advisors’s People Inc PPLI Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-55	Closed	–	–	175
2025 Q1	$0	Buy	+55	New	+$2.01K	﹤0.01%	320

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

McClarren Financial Advisors's PPLI Position: Q2 2025 in Review

McClarren Financial Advisors sold out of People Inc (PPLI) in Q2 2025, closing a stake of 55 shares.

McClarren Financial Advisors first reported a position in PPLI in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

McClarren Financial Advisors reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 55 People Inc shares in Q2 2025.
McClarren Financial Advisors first reported a position in People Inc in Q1 2025 and held it in 1 quarter.
McClarren Financial Advisors's People Inc position peaked at $0 in Q1 2025.
345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.