RFP
PPLI

Root Financial Partners’s People Inc PPLI Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-271
Closed -$10.8K – 1679
2026
Q1 		$10.8K Buy
271
+116
+75% +$4.4K ﹤0.01% 1652
2025
Q4 		$6.06K Buy
+155
New +$5.43K ﹤0.01% 1702

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Root Financial Partners's PPLI Position: Q2 2026 in Review

Root Financial Partners sold out of People Inc (PPLI) in Q2 2026, closing a stake of 271 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in PPLI in Q4 2025 and held it in 2 quarters. The position peaked at $10.8K in Q1 2026. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Root Financial Partners reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 271 People Inc shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in People Inc in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's People Inc position peaked at $10.8K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.