NFSG
PPLI

Newbridge Financial Services Group’s People Inc PPLI Stock Holding History

Newbridge Financial Services 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 		$1.57K Hold
34
– – ﹤0.01% 1094
2026
Q1 		$1.36K Buy
+34
New +$1.29K ﹤0.01% 1060
2023
Q2 		– Sell
-12
Closed -$516 – 1393
2023
Q1 		$516 Sell
12
-6
-33% -$257 ﹤0.01% 1320
2022
Q4 		$666 Hold
18
– – ﹤0.01% 1341
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1302
2022
Q2 		$1K Hold
18
– – ﹤0.01% 1277
2022
Q1 		$2K Hold
18
– – ﹤0.01% 1289
2021
Q4 		$2K Sell
18
-6
-25% -$677 ﹤0.01% 1240
2021
Q3 		$3K Buy
24
+3
+14% +$331 ﹤0.01% 1119
2021
Q2 		$3K Sell
21
-3
-13% -$389 ﹤0.01% 1215
2021
Q1 		$3K Hold
24
– – ﹤0.01% 1117
2020
Q4 		$2K Buy
+24
New +$1.84K ﹤0.01% 957

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Newbridge Financial Services Group's PPLI Position: Q2 2026 in Review

Newbridge Financial Services Group held its People Inc (PPLI) position steady in Q2 2026 at 34 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Newbridge Financial Services Group first reported a position in PPLI in Q4 2020 and has held it in 12 quarters since. The position peaked at $3K in Q3 2021. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Newbridge Financial Services Group held 34 shares of People Inc worth $1.57K as of Q2 2026.
  • Newbridge Financial Services Group left its People Inc share count unchanged in Q2 2026.
  • People Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1094 holding.
  • Newbridge Financial Services Group first reported a position in People Inc in Q4 2020 and has held it in 12 quarters since.
  • Newbridge Financial Services Group's People Inc position peaked at $3K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.