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
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 $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

Root Financial Partners's PPLI Position: Q1 2026 in Review

Root Financial Partners increased its People Inc (PPLI) stake by 75% in Q1 2026, buying an estimated $4.4K and bringing the position to 271 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Root Financial Partners first reported a position in PPLI in Q4 2025 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Root Financial Partners held 271 shares of People Inc worth $10.8K as of Q1 2026.
  • Root Financial Partners bought 116 People Inc shares in Q1 2026, an estimated $4.4K.
  • People Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1652 holding.
  • Root Financial Partners first reported a position in People Inc in Q4 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.