SAG
PPLI

SageView Advisory Group’s People Inc PPLI Stock Holding History

SageView Advisory Group’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
2025
Q4 		$45.2K Buy
+1,156
New +$40.5K ﹤0.01% 1116

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SageView Advisory Group's PPLI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in People Inc (PPLI) in Q4 2025: 1,156 shares worth $45.2K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • SageView Advisory Group held 1,156 shares of People Inc worth $45.2K as of Q4 2025.
  • People Inc was a new SageView Advisory Group position in Q4 2025.
  • People Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1116 holding.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.