RKL Wealth Management
PPL icon

RKL Wealth Management’s PPL Corp PPL Stock Holding History

RKL Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$545K Buy
16,560
+26
+0.2% +$907 0.04% 131
2026
Q2 		$601K Sell
16,534
-465
-3% -$17.2K 0.05% 124
2026
Q1 		$649K Sell
16,999
-160
-0.9% -$5.9K 0.06% 113
2025
Q4 		$601K Buy
17,159
+179
+1% +$6.45K 0.05% 119
2025
Q3 		$631K Sell
16,980
-1,472
-8% -$52.9K 0.05% 114
2025
Q2 		$625K Sell
18,452
-1,469
-7% -$51.1K 0.06% 118
2025
Q1 		$719K Buy
19,921
+8
+0% +$271 0.07% 105
2024
Q4 		$646K Buy
19,913
+13,348
+203% +$440K 0.06% 109
2024
Q3 		$217K Buy
+6,565
New +$201K 0.02% 153
2024
Q2 		– Sell
-11,234
Closed -$309K – 154
2024
Q1 		$309K Buy
11,234
+1,022
+10% +$27.2K 0.03% 119
2023
Q4 		$277K Buy
+10,212
New +$259K 0.03% 125
2023
Q1 		– Sell
-8,555
Closed -$250K – 134
2022
Q4 		$250K Sell
8,555
-4,540
-35% -$125K 0.03% 119
2022
Q3 		$332K Buy
13,095
+946
+8% +$27.1K 0.05% 110
2022
Q2 		$330K Buy
12,149
+394
+3% +$11.3K 0.05% 111
2022
Q1 		$336K Buy
+11,755
New +$332K 0.04% 113
2020
Q1 		– Sell
-5,784
Closed -$208K – 120
2019
Q4 		$208K Buy
+5,784
New +$194K 0.04% 116
2017
Q3 		– Sell
-5,149
Closed -$200K – 149
2017
Q2 		$200K Buy
+5,149
New +$199K 0.06% 138
2015
Q1 		– Sell
-12,780
Closed -$432K – 56
2014
Q4 		$432K Buy
12,780
+95
+0.7% +$3.1K 0.28% 44
2014
Q3 		$388K Hold
12,685
– – 0.27% 46
2014
Q2 		$420K Buy
12,685
+1,245
+11% +$39.2K 0.31% 43
2014
Q1 		$353K Buy
+11,440
New +$332K 0.27% 48

Other funds holding PPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RKL Wealth Management's PPL Position: Q3 2026 in Review

RKL Wealth Management increased its PPL Corp (PPL) stake by 0.16% in Q3 2026, buying an estimated $907 and bringing the position to 16,560 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #131.

RKL Wealth Management first reported a position in PPL in Q1 2014 and has held it in 21 quarters since. The position peaked at $719K in Q1 2025. 582 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • RKL Wealth Management held 16,560 shares of PPL Corp worth $545K as of Q3 2026.
  • RKL Wealth Management bought 26 PPL Corp shares in Q3 2026, an estimated $907.
  • PPL Corp made up 0.04% of RKL Wealth Management's portfolio in Q3 2026, its #131 holding.
  • RKL Wealth Management first reported a position in PPL Corp in Q1 2014 and has held it in 21 quarters since.
  • RKL Wealth Management's PPL Corp position peaked at $719K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.