PlanVest Financial’s People Inc PPLI Stock Holding History

PlanVest Financial’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	$277	Hold	6	–	–	﹤0.01%	578
2026 Q1	$240	Buy	+6	New	+$228	﹤0.01%	545

Other funds holding PPLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

PlanVest Financial's PPLI Position: Q2 2026 in Review

PlanVest Financial held its People Inc (PPLI) position steady in Q2 2026 at 6 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #578.

PlanVest Financial first reported a position in PPLI in Q1 2026 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

PlanVest Financial held 6 shares of People Inc worth $277 as of Q2 2026.
PlanVest Financial left its People Inc share count unchanged in Q2 2026.
People Inc made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #578 holding.
PlanVest Financial first reported a position in People Inc in Q1 2026 and has held it in 2 quarters since.
341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.