Oak Thistle LLC’s People Inc PPLI Stock Holding History

Oak Thistle LLC’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	$328K	Sell	7,099 -19,466	-73%	-$831K	0.03%	445
2026 Q1	$1.06M	Sell	26,565 -4,597	-15%	-$174K	0.1%	325
2025 Q4	$1.22M	Buy	+31,162	New	+$1.09M	0.17%	254
2024 Q4	–	Sell	-10,347	Closed	-$457K	–	467
2024 Q3	$457K	Buy	+10,347	New	+$431K	0.15%	264
2023 Q4	–	Sell	-5,466	Closed	-$226K	–	524
2023 Q3	$226K	Sell	5,466 -7,112	-57%	-$345K	0.07%	407
2023 Q2	$648K	Buy	+12,578	New	+$576K	0.34%	111
2023 Q1	–	Sell	-11,496	Closed	-$419K	–	407
2022 Q4	$419K	Buy	+11,496	New	+$455K	0.9%	24
2022 Q3	–	Sell	-5,872	Closed	-$366K	–	175
2022 Q2	$366K	Buy	5,872 +683	+13%	+$48.2K	0.71%	33
2022 Q1	$427K	Buy	+5,189	New	+$504K	0.22%	203

Other funds holding PPLI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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 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

Oak Thistle LLC's PPLI Position: Q2 2026 in Review

Oak Thistle LLC reduced its People Inc (PPLI) stake by 73% in Q2 2026, selling an estimated $831K and leaving 7,099 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #445.

Oak Thistle LLC first reported a position in PPLI in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2025. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Oak Thistle LLC held 7,099 shares of People Inc worth $328K as of Q2 2026.
Oak Thistle LLC sold 19,466 People Inc shares in Q2 2026, an estimated $831K.
People Inc made up 0.03% of Oak Thistle LLC's portfolio in Q2 2026, its #445 holding.
Oak Thistle LLC first reported a position in People Inc in Q1 2022 and has held it in 9 quarters since.
Oak Thistle LLC's People Inc position peaked at $1.22M in Q4 2025.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.