Raffa Wealth Management’s People Inc PPLI Stock Holding History

Raffa Wealth 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	$6.14K	Buy	133 +130	+4,333%	+$5.55K	﹤0.01%	544
2026 Q1	$120	Hold	3	–	–	﹤0.01%	1259
2025 Q4	$117	Sell	3 -13	-81%	-$455	﹤0.01%	1148
2025 Q3	$545	Buy	16 +13	+433%	+$485	﹤0.01%	1053
2025 Q2	$112	Sell	3 -1	-25%	-$36	﹤0.01%	1086
2025 Q1	$138	Hold	4	–	–	﹤0.01%	1055
2024 Q4	$129	Hold	4	–	–	﹤0.01%	1092
2024 Q3	$161	Hold	4	–	–	﹤0.01%	1059
2024 Q2	$141	Hold	4	–	–	﹤0.01%	1130
2024 Q1	$160	Hold	4	–	–	﹤0.01%	1104
2023 Q4	$157	Hold	4	–	–	﹤0.01%	1039
2023 Q3	$151	Sell	4 -9	-69%	-$437	﹤0.01%	1035
2023 Q2	$691	Hold	13	–	–	﹤0.01%	897
2023 Q1	$568	Hold	13	–	–	﹤0.01%	941
2022 Q4	$488	Hold	13	–	–	﹤0.01%	956
2022 Q3	$609	Hold	13	–	–	﹤0.01%	969
2022 Q2	$836	Hold	13	–	–	﹤0.01%	869
2022 Q1	$1.1K	Hold	13	–	–	﹤0.01%	831
2021 Q4	$1.44K	Hold	13	–	–	﹤0.01%	754
2021 Q3	$1.43K	Hold	13	–	–	﹤0.01%	709
2021 Q2	$1.7K	Sell	13 -7	-35%	-$907	﹤0.01%	672
2021 Q1	$2.38K	Buy	20 +5	+33%	+$621	﹤0.01%	589
2020 Q4	$1.51K	Hold	15	–	–	﹤0.01%	626
2020 Q3	$958	Buy	+15	New	+$1.03K	﹤0.01%	682
2019 Q3	–	Sell	-45	Closed	-$1.74K	–	748
2019 Q2	$1.74K	Buy	+45	New	+$1.8K	﹤0.01%	663

Other funds holding PPLI

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

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.5% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Raffa Wealth Management's PPLI Position: Q2 2026 in Review

Raffa Wealth Management increased its People Inc (PPLI) stake by 4,333% in Q2 2026, buying an estimated $5.55K and bringing the position to 133 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Raffa Wealth Management first reported a position in PPLI in Q2 2019 and has held it in 25 quarters since. 317 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Raffa Wealth Management held 133 shares of People Inc worth $6.14K as of Q2 2026.
Raffa Wealth Management bought 130 People Inc shares in Q2 2026, an estimated $5.55K.
People Inc made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #544 holding.
Raffa Wealth Management first reported a position in People Inc in Q2 2019 and has held it in 25 quarters since.
317 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.