PWPS
PPLI

Pinnacle Wealth Planning Services’s People Inc PPLI Stock Holding History

Pinnacle Wealth Planning Services’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 		$43.8K Buy
948
+29
+3% +$1.24K ﹤0.01% 1372
2026
Q1 		$36.8K Buy
919
+807
+721% +$30.6K ﹤0.01% 1363
2025
Q4 		$4.38K Buy
+112
New +$3.92K ﹤0.01% 2316
2021
Q1 		– Sell
-29
Closed -$3K – 1083
2020
Q4 		$3K Buy
+29
New +$2.22K ﹤0.01% 1822

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's PPLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its People Inc (PPLI) stake by 3.2% in Q2 2026, buying an estimated $1.24K and bringing the position to 948 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Pinnacle Wealth Planning Services first reported a position in PPLI in Q4 2020 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 948 shares of People Inc worth $43.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 29 People Inc shares in Q2 2026, an estimated $1.24K.
  • People Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1372 holding.
  • Pinnacle Wealth Planning Services first reported a position in People Inc in Q4 2020 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.