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 Q1	$240	Buy	+6	New	+$228	﹤0.01%	545

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

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

PlanVest Financial's PPLI Position: Q1 2026 in Review

PlanVest Financial opened a new position in People Inc (PPLI) in Q1 2026: 6 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

PlanVest Financial held 6 shares of People Inc worth $240 as of Q1 2026.
People Inc was a new PlanVest Financial position in Q1 2026.
People Inc made up ﹤0.01% of PlanVest Financial's portfolio in Q1 2026, its #545 holding.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on PlanVest Financial's 13F filing for Q1 2026, filed 14 May 2026.