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
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 $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

Newbridge Financial Services Group's PPLI Position: Q1 2026 in Review

Newbridge Financial Services Group opened a new position in People Inc (PPLI) in Q1 2026: 34 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in PPLI as recently as Q1 2023.

Newbridge Financial Services Group first reported a position in PPLI in Q4 2020 and has held it in 11 quarters since. The position peaked at $3K in Q3 2021. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Newbridge Financial Services Group held 34 shares of People Inc worth $1.36K as of Q1 2026.
  • People Inc was a new Newbridge Financial Services Group position in Q1 2026.
  • People Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1060 holding.
  • Newbridge Financial Services Group first reported a position in People Inc in Q4 2020 and has held it in 11 quarters since.
  • Newbridge Financial Services Group's People Inc position peaked at $3K in Q3 2021.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.