Summit Trail Advisors’s People Inc PPLI Stock Holding History

Summit Trail Advisors’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 Q2	$2.14M	Sell	46,286 -3,990	-8%	-$170K	0.03%	570
2026 Q1	$2.01M	Buy	50,276 +3,803	+8%	+$144K	0.03%	520
2025 Q4	$1.82M	Sell	46,473 -58,274	-56%	-$2.04M	0.03%	463
2025 Q3	$3.57M	Buy	104,747 +69,004	+193%	+$2.57M	0.05%	203
2025 Q2	$1.33M	Buy	+35,743	New	+$1.29M	0.02%	374
2024 Q4	–	Sell	-4,832	Closed	-$213K	–	548
2024 Q3	$213K	Buy	+4,832	New	+$201K	0.01%	657
2018 Q3	–	Sell	-4,432	Closed	-$121K	–	358
2018 Q2	$121K	Buy	+4,432	New	+$121K	0.04%	189
2018 Q1	–	Sell	-5,774	Closed	-$139K	–	1000
2017 Q4	$139K	Buy	+5,774	New	+$129K	0.02%	533

Other funds holding PPLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Summit Trail Advisors's PPLI Position: Q2 2026 in Review

Summit Trail Advisors reduced its People Inc (PPLI) stake by 7.9% in Q2 2026, selling an estimated $170K and leaving 46,286 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #570.

Summit Trail Advisors first reported a position in PPLI in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.57M in Q3 2025. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Summit Trail Advisors held 46,286 shares of People Inc worth $2.14M as of Q2 2026.
Summit Trail Advisors sold 3,990 People Inc shares in Q2 2026, an estimated $170K.
People Inc made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #570 holding.
Summit Trail Advisors first reported a position in People Inc in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's People Inc position peaked at $3.57M in Q3 2025.
341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.