North Capital’s People Inc PPLI Stock Holding History

North Capital’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 Q4	–	Sell	-3,001	Closed	-$102K	–	363
2025 Q3	$102K	Buy	3,001 +1,001	+50%	+$37.3K	0.08%	152
2025 Q2	$74.7K	Buy	+2,000	New	+$72.3K	0.06%	163

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DSA

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

PCM

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

North Capital's PPLI Position: Q4 2025 in Review

North Capital sold out of People Inc (PPLI) in Q4 2025, closing a stake of 3,001 shares — an estimated $102K sold.

North Capital first reported a position in PPLI in Q2 2025 and held it in 2 quarters. The position peaked at $102K in Q3 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

North Capital reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
North Capital sold 3,001 People Inc shares in Q4 2025, an estimated $102K.
North Capital first reported a position in People Inc in Q2 2025 and held it in 2 quarters.
North Capital's People Inc position peaked at $102K in Q3 2025.
355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.