MFG
PPLI

Merit Financial Group’s People Inc PPLI Stock Holding History

Merit Financial Group’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
Q2 		$327K Buy
7,083
+687
+11% +$29.3K ﹤0.01% 1762
2026
Q1 		$256K Buy
+6,396
New +$243K ﹤0.01% 1759
2025
Q2 		– Sell
-13,636
Closed -$514K – 1722
2025
Q1 		$514K Buy
+13,636
New +$497K 0.01% 923

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Merit Financial Group's PPLI Position: Q2 2026 in Review

Merit Financial Group increased its People Inc (PPLI) stake by 11% in Q2 2026, buying an estimated $29.3K and bringing the position to 7,083 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Merit Financial Group first reported a position in PPLI in Q1 2025 and has held it in 3 quarters since. The position peaked at $514K in Q1 2025. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Merit Financial Group held 7,083 shares of People Inc worth $327K as of Q2 2026.
  • Merit Financial Group bought 687 People Inc shares in Q2 2026, an estimated $29.3K.
  • People Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1762 holding.
  • Merit Financial Group first reported a position in People Inc in Q1 2025 and has held it in 3 quarters since.
  • Merit Financial Group's People Inc position peaked at $514K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.