SSG
PPLI

Summit Securities Group’s People Inc PPLI Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-23,600
Closed -$804K – 1115
2025
Q3 		$804K Buy
+23,600
New +$881K 0.17% 122
2025
Q2 		– Sell
-9,021
Closed -$340K – 1235
2025
Q1 		$340K Buy
+9,021
New +$329K 0.05% 137
2021
Q2 		– Sell
-733
Closed -$8.65M – 763
2021
Q1 		$8.65M Buy
+733
New +$91K 0.95% 16
2020
Q3 		– Sell
-1,119
Closed -$6.47M – 430
2020
Q2 		$6.47M Buy
+1,119
New +$49.7K 0.8% 23

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

Summit Securities Group's PPLI Position: Q1 2026 in Review

Summit Securities Group sold out of People Inc (PPLI) in Q1 2026, closing a stake of 44 shares — an estimated $1.72K sold.

Summit Securities Group first reported a position in PPLI in Q4 2013 and held it in 6 quarters. The position peaked at $16.3M in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Summit Securities Group reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 44 People Inc shares in Q1 2026, an estimated $1.72K.
  • Summit Securities Group first reported a position in People Inc in Q4 2013 and held it in 6 quarters.
  • Summit Securities Group's People Inc position peaked at $16.3M in Q2 2020.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.