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
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 $5.72T AUM 30.48% 1-Year Est. Return
AC
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
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's PPLI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its People Inc (PPLI) stake by 721% in Q1 2026, buying an estimated $30.6K and bringing the position to 919 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Pinnacle Wealth Planning Services first reported a position in PPLI in Q4 2020 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 919 shares of People Inc worth $36.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 807 People Inc shares in Q1 2026, an estimated $30.6K.
  • People Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1363 holding.
  • Pinnacle Wealth Planning Services first reported a position in People Inc in Q4 2020 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.