PS
PPLI

Principal Securities’s People Inc PPLI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-946
Closed -$32.2K – 2339
2025
Q3 		$32.2K Sell
946
-21
-2% -$784 ﹤0.01% 2178
2025
Q2 		$36.1K Buy
967
+496
+105% +$17.9K ﹤0.01% 2032
2025
Q1 		$16.7K Hold
471
– – ﹤0.01% 2310
2024
Q4 		$16.7K Buy
471
+16
+4% +$641 ﹤0.01% 2307
2024
Q3 		$20.1K Buy
455
+33
+8% +$1.37K ﹤0.01% 2123
2024
Q2 		$16.2K Buy
422
+121
+40% +$5K ﹤0.01% 2174
2024
Q1 		$13.2K Buy
301
+125
+71% +$5.4K ﹤0.01% 2206
2023
Q4 		$7.54K Buy
+176
New +$6.89K ﹤0.01% 2378

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Principal Securities's PPLI Position: Q4 2025 in Review

Principal Securities sold out of People Inc (PPLI) in Q4 2025, closing a stake of 946 shares — an estimated $32.2K sold.

Principal Securities first reported a position in PPLI in Q4 2023 and held it in 8 quarters. The position peaked at $36.1K in Q2 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Principal Securities reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 946 People Inc shares in Q4 2025, an estimated $32.2K.
  • Principal Securities first reported a position in People Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's People Inc position peaked at $36.1K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.