SFGP
PPLI

Stonebridge Financial Group (Pennsylvania)’s People Inc PPLI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-6
Closed -$230 – 533
2025
Q1 		$230 Hold
6
– – ﹤0.01% 917
2024
Q4 		$216 Buy
+6
New +$240 ﹤0.01% 807

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
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
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PPLI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of People Inc (PPLI) in Q2 2025, closing a stake of 6 shares — an estimated $230 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PPLI in Q4 2024 and held it in 2 quarters. The position peaked at $230 in Q1 2025. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 6 People Inc shares in Q2 2025, an estimated $230.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in People Inc in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s People Inc position peaked at $230 in Q1 2025.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.