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
2026
Q1 		– Sell
-1,156
Closed -$45.2K – 1407
2025
Q4 		$45.2K Buy
+1,156
New +$40.5K ﹤0.01% 1116

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's PPLI Position: Q1 2026 in Review

SageView Advisory Group sold out of People Inc (PPLI) in Q1 2026, closing a stake of 1,156 shares — an estimated $45.2K sold.

SageView Advisory Group first reported a position in PPLI in Q4 2025 and held it in 1 quarter. The position peaked at $45.2K in Q4 2025. 336 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • SageView Advisory Group reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,156 People Inc shares in Q1 2026, an estimated $45.2K.
  • SageView Advisory Group first reported a position in People Inc in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's People Inc position peaked at $45.2K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.