RDFA
PPLI

Ritter Daniher Financial Advisory’s People Inc PPLI Stock Holding History

Ritter Daniher Financial Advisory’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
-107
Closed -$3.65K – 615
2025
Q3 		$3.65K Buy
+107
New +$3.99K ﹤0.01% 413

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

Ritter Daniher Financial Advisory's PPLI Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of People Inc (PPLI) in Q4 2025, closing a stake of 107 shares — an estimated $3.65K sold.

Ritter Daniher Financial Advisory first reported a position in PPLI in Q3 2025 and held it in 1 quarter. The position peaked at $3.65K in Q3 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 107 People Inc shares in Q4 2025, an estimated $3.65K.
  • Ritter Daniher Financial Advisory first reported a position in People Inc in Q3 2025 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's People Inc position peaked at $3.65K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.