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
2021 Q2	–	Sell	-275	Closed	-$3.25M	–	765
2021 Q1	$3.25M	Buy	+275	New	+$34.1K	0.36%	55

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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.