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
2023
Q3 		– Hold
0
– -$94.2K – 318
2023
Q2 		– Hold
0
– – – 300

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.