PTC
PPLI

Private Trust Company’s People Inc PPLI Stock Holding History

Private Trust Company’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
-251
Closed -$8.55K – 2601
2025
Q3 		$8.55K Hold
251
– – ﹤0.01% 1971
2025
Q2 		$9.37K Sell
251
-55
-18% -$1.99K ﹤0.01% 1848
2025
Q1 		$11.5K Sell
306
-58
-16% -$2.12K ﹤0.01% 1760
2024
Q4 		$12.9K Buy
364
+58
+19% +$2.32K ﹤0.01% 1660
2024
Q3 		$13.5K Hold
306
– – ﹤0.01% 1617
2024
Q2 		$11.8K Hold
306
– – ﹤0.01% 1632
2024
Q1 		$13.4K Hold
306
– – ﹤0.01% 1560
2023
Q4 		$13.1K Sell
306
-24
-7% -$940 ﹤0.01% 1552
2023
Q3 		$13.7K Sell
330
-24
-7% -$1.16K ﹤0.01% 1488
2023
Q2 		$18.2K Buy
354
+125
+55% +$5.73K ﹤0.01% 1401
2023
Q1 		$9.7K Hold
229
– – ﹤0.01% 1591
2022
Q4 		$8K Buy
+229
New +$9.06K ﹤0.01% 1632
2022
Q3 		– Sell
-205
Closed -$13K – 2103
2022
Q2 		$13K Buy
+205
New +$14.5K ﹤0.01% 1384
2015
Q4 		– Sell
-20,004
Closed -$233K – 310
2015
Q3 		$233K Buy
+20,004
New +$266K 0.07% 270
2013
Q4 		– Sell
-1,449
Closed -$14K – 1780
2013
Q3 		$14K Sell
1,449
-6
-0.4% -$55 0.01% 778
2013
Q2 		$12K Buy
+1,455
New +$12.4K 0.01% 792

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

Private Trust Company's PPLI Position: Q4 2025 in Review

Private Trust Company sold out of People Inc (PPLI) in Q4 2025, closing a stake of 251 shares — an estimated $8.55K sold.

Private Trust Company first reported a position in PPLI in Q2 2013 and held it in 16 quarters. The position peaked at $233K in Q3 2015. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Private Trust Company reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 251 People Inc shares in Q4 2025, an estimated $8.55K.
  • Private Trust Company first reported a position in People Inc in Q2 2013 and held it in 16 quarters.
  • Private Trust Company's People Inc position peaked at $233K in Q3 2015.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.