Sage Mountain Advisors’s PPL Corp PPL Stock Holding History

Sage Mountain Advisors’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
2025 Q2	–	Sell	-6,518	Closed	-$235K	–	537
2025 Q1	$235K	Buy	+6,518	New	+$221K	0.02%	344

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sage Mountain Advisors's PPL Position: Q2 2025 in Review

Sage Mountain Advisors sold out of PPL Corp (PPL) in Q2 2025, closing a stake of 6,518 shares — an estimated $235K sold.

Sage Mountain Advisors first reported a position in PPL in Q1 2025 and held it in 1 quarter. The position peaked at $235K in Q1 2025. 895 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

Sage Mountain Advisors reported no remaining PPL Corp position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 6,518 PPL Corp shares in Q2 2025, an estimated $235K.
Sage Mountain Advisors first reported a position in PPL Corp in Q1 2025 and held it in 1 quarter.
Sage Mountain Advisors's PPL Corp position peaked at $235K in Q1 2025.
895 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.