SPIA
PPLI

Steward Partners Investment Advisory’s People Inc PPLI Stock Holding History

Steward Partners Investment Advisory’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 		$504K Buy
12,587
+12,229
+3,416% +$464K ﹤0.01% 1526
2025
Q4 		$14K Sell
358
-34
-9% -$1.19K ﹤0.01% 3297
2025
Q3 		$13.4K Buy
392
+6
+2% +$224 ﹤0.01% 3275
2025
Q2 		$14.4K Sell
386
-205
-35% -$7.41K ﹤0.01% 3045
2025
Q1 		$22.3K Sell
591
-499
-46% -$18.2K ﹤0.01% 2763
2024
Q4 		$38.6K Buy
1,090
+166
+18% +$6.65K ﹤0.01% 2470
2024
Q3 		$40.8K Buy
924
+294
+47% +$12.2K ﹤0.01% 2334
2024
Q2 		$24.2K Sell
630
-1,938
-75% -$80.1K ﹤0.01% 2438
2024
Q1 		$112K Buy
2,568
+612
+31% +$26.4K ﹤0.01% 1706
2023
Q4 		$84.1K Buy
1,956
+129
+7% +$5.05K ﹤0.01% 1762
2023
Q3 		$75.5K Buy
1,827
+181
+11% +$8.78K ﹤0.01% 1711
2023
Q2 		$84.8K Sell
1,646
-2,034
-55% -$93.2K ﹤0.01% 1665
2023
Q1 		$156K Sell
3,680
-800
-18% -$34.3K ﹤0.01% 1392
2022
Q4 		$163K Sell
4,480
-97
-2% -$3.84K ﹤0.01% 1333
2022
Q3 		$208K Buy
4,577
+2,427
+113% +$137K ﹤0.01% 1185
2022
Q2 		$134K Sell
2,150
-301
-12% -$21.2K ﹤0.01% 1372
2022
Q1 		$202K Buy
2,451
+73
+3% +$7.09K ﹤0.01% 1285
2021
Q4 		$255K Buy
2,378
+109
+5% +$12.3K ﹤0.01% 1214
2021
Q3 		$242K Buy
2,269
+1,963
+642% +$216K ﹤0.01% 1198
2021
Q2 		$39K Sell
306
-108
-26% -$14K ﹤0.01% 3817
2021
Q1 		$48.9K Hold
414
– – ﹤0.01% 1998
2020
Q4 		$43K Sell
414
-92
-18% -$7.05K ﹤0.01% 1730
2020
Q3 		$33K Sell
506
-563
-53% -$38.6K ﹤0.01% 1680
2020
Q2 		$62K Buy
1,069
+280
+35% +$12.4K ﹤0.01% 1327
2020
Q1 		$25K Hold
789
– – ﹤0.01% 1521
2019
Q4 		$35K Hold
789
– – ﹤0.01% 1552
2019
Q3 		$30K Buy
789
+168
+27% +$7.17K ﹤0.01% 1580
2019
Q2 		$24K Buy
+621
New +$24.8K ﹤0.01% 1644
2018
Q4 		– Sell
-772
Closed -$30K – 1386
2018
Q3 		$30K Hold
772
– – ﹤0.01% 1385
2018
Q2 		$21K Hold
772
– – ﹤0.01% 1449
2018
Q1 		$21K Hold
772
– – ﹤0.01% 1312
2017
Q4 		$16K Hold
772
– – ﹤0.01% 1202
2017
Q3 		$16K Hold
772
– – ﹤0.01% 998
2017
Q2 		$14K Buy
772
+252
+48% +$4.28K ﹤0.01% 965
2017
Q1 		$6K Buy
+520
New +$6.76K ﹤0.01% 1071

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

Steward Partners Investment Advisory's PPLI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its People Inc (PPLI) stake by 3,416% in Q1 2026, buying an estimated $464K and bringing the position to 12,587 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Steward Partners Investment Advisory first reported a position in PPLI in Q1 2017 and has held it in 35 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Steward Partners Investment Advisory held 12,587 shares of People Inc worth $504K as of Q1 2026.
  • Steward Partners Investment Advisory bought 12,229 People Inc shares in Q1 2026, an estimated $464K.
  • People Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1526 holding.
  • Steward Partners Investment Advisory first reported a position in People Inc in Q1 2017 and has held it in 35 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.