RWM
PPLI

Rialto Wealth Management’s People Inc PPLI Stock Holding History

Rialto 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
2025
Q3 		– Sell
-15
Closed -$561 – 1749
2025
Q2 		$561 Buy
+15
New +$542 ﹤0.01% 1092

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Rialto Wealth Management's PPLI Position: Q3 2025 in Review

Rialto Wealth Management sold out of People Inc (PPLI) in Q3 2025, closing a stake of 15 shares — an estimated $561 sold.

Rialto Wealth Management first reported a position in PPLI in Q2 2025 and held it in 1 quarter. The position peaked at $561 in Q2 2025. 346 funds tracked by Wall St. Rank hold PPLI as of Q3 2025.

  • Rialto Wealth Management reported no remaining People Inc position as of Q3 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 15 People Inc shares in Q3 2025, an estimated $561.
  • Rialto Wealth Management first reported a position in People Inc in Q2 2025 and held it in 1 quarter.
  • Rialto Wealth Management's People Inc position peaked at $561 in Q2 2025.
  • 346 funds tracked by Wall St. Rank held People Inc as of Q3 2025.

Based on Rialto Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.