RWM
PPLI

RMG Wealth Management’s People Inc PPLI Stock Holding History

RMG 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
Q1 		$1.04K Buy
+25
New +$948 ﹤0.01% 539
2025
Q4 		– Sell
-25
Closed -$846 – 443
2025
Q3 		$846 Buy
+25
New +$933 ﹤0.01% 302

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

RMG Wealth Management's PPLI Position: Q1 2026 in Review

RMG Wealth Management opened a new position in People Inc (PPLI) in Q1 2026: 25 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in PPLI as recently as Q3 2025.

RMG Wealth Management first reported a position in PPLI in Q3 2025 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • RMG Wealth Management held 25 shares of People Inc worth $1.04K as of Q1 2026.
  • People Inc was a new RMG Wealth Management position in Q1 2026.
  • People Inc made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #539 holding.
  • RMG Wealth Management first reported a position in People Inc in Q3 2025 and has held it in 2 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.