Pathstone Holdings’s People Inc PPLI Stock Holding History

Pathstone Holdings’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	$713K	Buy	17,824 +2,988	+20%	+$113K	﹤0.01%	1578
2025 Q4	$580K	Sell	14,836 -2,745	-16%	-$96.1K	﹤0.01%	1686
2025 Q3	$599K	Sell	17,581 -1,026	-6%	-$38.3K	﹤0.01%	1686
2025 Q2	$695K	Sell	18,607 -4,130	-18%	-$149K	﹤0.01%	1564
2025 Q1	$857K	Buy	22,737 +1,351	+6%	+$49.3K	﹤0.01%	1463
2024 Q4	$757K	Sell	21,386 -8,015	-27%	-$321K	﹤0.01%	1508
2024 Q3	$1.3M	Buy	29,401 +2,217	+8%	+$92.3K	0.01%	1226
2024 Q2	$1.04M	Buy	27,184 +1,924	+8%	+$79.5K	﹤0.01%	1305
2024 Q1	$1.11M	Buy	25,260 +16,811	+199%	+$726K	0.01%	1222
2023 Q4	$453K	Buy	+8,449	New	+$331K	﹤0.01%	1570

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

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

Pathstone Holdings's PPLI Position: Q1 2026 in Review

Pathstone Holdings increased its People Inc (PPLI) stake by 20% in Q1 2026, buying an estimated $113K and bringing the position to 17,824 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Pathstone Holdings first reported a position in PPLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q3 2024. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Pathstone Holdings held 17,824 shares of People Inc worth $713K as of Q1 2026.
Pathstone Holdings bought 2,988 People Inc shares in Q1 2026, an estimated $113K.
People Inc made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1578 holding.
Pathstone Holdings first reported a position in People Inc in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's People Inc position peaked at $1.3M in Q3 2024.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.