Raymond James Financial
PPLI

Raymond James Financial’s People Inc PPLI Stock Holding History

Raymond James 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 		$8.56M Buy
213,737
+3,046
+1% +$115K ﹤0.01% 2147
2025
Q4 		$8.24M Sell
210,691
-5,820
-3% -$204K ﹤0.01% 2121
2025
Q3 		$7.38M Buy
216,511
+4,702
+2% +$175K ﹤0.01% 2168
2025
Q2 		$7.91M Sell
211,809
-34,110
-14% -$1.23M ﹤0.01% 2051
2025
Q1 		$9.27M Buy
245,919
+19,441
+9% +$709K ﹤0.01% 1864
2024
Q4 		$8.01M Buy
+226,478
New +$9.07M ﹤0.01% 2008

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's PPLI Position: Q1 2026 in Review

Raymond James Financial increased its People Inc (PPLI) stake by 1.4% in Q1 2026, buying an estimated $115K and bringing the position to 213,737 shares worth $8.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Raymond James Financial first reported a position in PPLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.27M in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Raymond James Financial held 213,737 shares of People Inc worth $8.56M as of Q1 2026.
  • Raymond James Financial bought 3,046 People Inc shares in Q1 2026, an estimated $115K.
  • People Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2147 holding.
  • Raymond James Financial first reported a position in People Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's People Inc position peaked at $9.27M in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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