Shum Financial Group’s PPL Corp PPL Stock Holding History

Shum Financial Group’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	30,512 -496	-2%	-$18.3K	0.67%	40
2026 Q1	$1.18M	Sell	31,008 -62	-0.2%	-$2.29K	0.84%	32
2025 Q4	$1.09M	Sell	31,070 -137	-0.4%	-$4.94K	0.78%	35
2025 Q3	$1.16M	Buy	+31,207	New	+$1.12M	0.87%	33
2025 Q1	$1.14M	Buy	31,463 +689	+2%	+$23.4K	0.98%	34
2024 Q4	$1M	Sell	30,774 -484	-2%	-$15.9K	0.87%	36
2024 Q3	$1.02M	Buy	+31,258	New	+$956K	0.85%	40

Other funds holding PPL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BAM

Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Shum Financial Group's PPL Position: Q2 2026 in Review

Shum Financial Group reduced its PPL Corp (PPL) stake by 1.6% in Q2 2026, selling an estimated $18.3K and leaving 30,512 shares worth $1.11M. The position accounts for 0.67% of the portfolio, ranked #40.

Shum Financial Group first reported a position in PPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 519 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Shum Financial Group held 30,512 shares of PPL Corp worth $1.11M as of Q2 2026.
Shum Financial Group sold 496 PPL Corp shares in Q2 2026, an estimated $18.3K.
PPL Corp made up 0.67% of Shum Financial Group's portfolio in Q2 2026, its #40 holding.
Shum Financial Group first reported a position in PPL Corp in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's PPL Corp position peaked at $1.18M in Q1 2026.
519 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.