SFA
PPLI

Sequoia Financial Advisors’s People Inc PPLI Stock Holding History

Sequoia Financial Advisors’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
Q2 		$789K Buy
17,084
+6,382
+60% +$272K ﹤0.01% 1062
2026
Q1 		$428K Buy
+10,702
New +$406K ﹤0.01% 1360

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sequoia Financial Advisors's PPLI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its People Inc (PPLI) stake by 60% in Q2 2026, buying an estimated $272K and bringing the position to 17,084 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Sequoia Financial Advisors first reported a position in PPLI in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Sequoia Financial Advisors held 17,084 shares of People Inc worth $789K as of Q2 2026.
  • Sequoia Financial Advisors bought 6,382 People Inc shares in Q2 2026, an estimated $272K.
  • People Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1062 holding.
  • Sequoia Financial Advisors first reported a position in People Inc in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.