Root Financial Partners
PPLI icon

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
Q3 		$9.23K Buy
+220
New +$9.04K ﹤0.01% 1949
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners's PPLI Position: Q3 2026 in Review

Root Financial Partners opened a new position in People Inc (PPLI) in Q3 2026: 220 shares worth $9.23K. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PPLI as recently as Q1 2026.

Root Financial Partners first reported a position in PPLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2026. 41 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Root Financial Partners held 220 shares of People Inc worth $9.23K as of Q3 2026.
  • People Inc was a new Root Financial Partners position in Q3 2026.
  • People Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1949 holding.
  • Root Financial Partners first reported a position in People Inc in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's People Inc position peaked at $10.8K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.