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 Q3	$1.43K	Hold	34	–	–	﹤0.01%	1109
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

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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Newbridge Financial Services Group's PPLI Position: Q3 2026 in Review

Newbridge Financial Services Group held its People Inc (PPLI) position steady in Q3 2026 at 34 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Newbridge Financial Services Group first reported a position in PPLI in Q4 2020 and has held it in 13 quarters since. The position peaked at $3K in Q3 2021. 77 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

Newbridge Financial Services Group held 34 shares of People Inc worth $1.43K as of Q3 2026.
Newbridge Financial Services Group left its People Inc share count unchanged in Q3 2026.
People Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #1109 holding.
Newbridge Financial Services Group first reported a position in People Inc in Q4 2020 and has held it in 13 quarters since.
Newbridge Financial Services Group's People Inc position peaked at $3K in Q3 2021.
77 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.