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

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Trail Advisors's PPLI Position: Q1 2026 in Review

Summit Trail Advisors increased its People Inc (PPLI) stake by 8.2% in Q1 2026, buying an estimated $144K and bringing the position to 50,276 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #520.

Summit Trail Advisors first reported a position in PPLI in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.57M in Q3 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Summit Trail Advisors held 50,276 shares of People Inc worth $2.01M as of Q1 2026.
Summit Trail Advisors bought 3,803 People Inc shares in Q1 2026, an estimated $144K.
People Inc made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #520 holding.
Summit Trail Advisors first reported a position in People Inc in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's People Inc position peaked at $3.57M in Q3 2025.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.