PCM
PPLI

Poehling Capital Management’s People Inc PPLI Stock Holding History

Poehling Capital Management’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 		– Sell
-9,643
Closed -$386K – 171
2026
Q1 		$386K Sell
9,643
-43
-0.4% -$1.63K 0.08% 115
2025
Q4 		$379K Sell
9,686
-23,435
-71% -$821K 0.08% 110
2025
Q3 		$1.13M Sell
33,121
-1,199
-3% -$44.7K 0.24% 77
2025
Q2 		$1.28M Sell
34,320
-1,267
-4% -$45.8K 0.3% 68
2025
Q1 		$1.34M Buy
35,587
+129
+0.4% +$4.71K 0.34% 66
2024
Q4 		$1.25M Buy
+35,458
New +$1.42M 0.31% 71

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Poehling Capital Management's PPLI Position: Q2 2026 in Review

Poehling Capital Management sold out of People Inc (PPLI) in Q2 2026, closing a stake of 9,643 shares — an estimated $386K sold.

Poehling Capital Management first reported a position in PPLI in Q4 2024 and held it in 6 quarters. The position peaked at $1.34M in Q1 2025. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Poehling Capital Management reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Poehling Capital Management sold 9,643 People Inc shares in Q2 2026, an estimated $386K.
  • Poehling Capital Management first reported a position in People Inc in Q4 2024 and held it in 6 quarters.
  • Poehling Capital Management's People Inc position peaked at $1.34M in Q1 2025.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.