SRC
PPLI

Shufro Rose & Co’s People Inc PPLI Stock Holding History

Shufro Rose & Co’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 		$1.42M Sell
35,400
-2,000
-5% -$75.8K 0.1% 100
2025
Q4 		$1.46M Buy
37,400
+4,400
+13% +$154K 0.1% 89
2025
Q3 		$1.52M Sell
33,000
-200
-0.6% -$7.46K 0.12% 94
2025
Q2 		$1.53M Sell
33,200
-7,819
-19% -$283K 0.12% 93
2025
Q1 		$1.55M Buy
41,019
+5,119
+14% +$187K 0.12% 94
2024
Q4 		$1.27M Sell
35,900
-10,056
-22% -$403K 0.1% 103
2024
Q3 		$1.77M Hold
45,956
– – 0.14% 86
2024
Q2 		$1.77M Buy
45,956
+9,447
+26% +$390K 0.14% 86
2024
Q1 		$1.6M Buy
36,509
+5,059
+16% +$218K 0.13% 92
2023
Q4 		$1.3M Sell
31,450
-488
-2% -$19.1K 0.12% 99
2023
Q3 		$1.32M Buy
31,938
+20,479
+179% +$994K 0.12% 98
2023
Q2 		$590K Buy
11,459
+2,438
+27% +$112K 0.05% 148
2023
Q1 		$382K Buy
9,021
+488
+6% +$20.9K 0.04% 198
2022
Q4 		$311K Buy
+8,533
New +$338K 0.03% 232
2022
Q1 		– Sell
-2,438
Closed -$261K – 350
2021
Q4 		$261K Hold
2,438
– – 0.02% 251
2021
Q3 		$261K Sell
2,438
-28
-1% -$3.09K 0.02% 234
2021
Q2 		$312K Sell
2,466
-1,240
-33% -$161K 0.02% 215
2021
Q1 		$438K Sell
3,706
-52
-1% -$6.46K 0.03% 172
2020
Q4 		$388K Buy
+3,758
New +$288K 0.03% 180

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shufro Rose & Co's PPLI Position: Q1 2026 in Review

Shufro Rose & Co reduced its People Inc (PPLI) stake by 5.3% in Q1 2026, selling an estimated $75.8K and leaving 35,400 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #100.

Shufro Rose & Co first reported a position in PPLI in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.77M in Q3 2024. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Shufro Rose & Co held 35,400 shares of People Inc worth $1.42M as of Q1 2026.
  • Shufro Rose & Co sold 2,000 People Inc shares in Q1 2026, an estimated $75.8K.
  • People Inc made up 0.1% of Shufro Rose & Co's portfolio in Q1 2026, its #100 holding.
  • Shufro Rose & Co first reported a position in People Inc in Q4 2020 and has held it in 19 quarters since.
  • Shufro Rose & Co's People Inc position peaked at $1.77M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.