SW
PPLI

SVB Wealth’s People Inc PPLI Stock Holding History

SVB Wealth’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
-513
Closed -$19.3K – 1012
2025
Q1 		$19.3K Buy
+513
New +$18.7K ﹤0.01% 753
2016
Q4 		– Sell
-27,278
Closed -$305K – 507
2016
Q3 		$305K Hold
27,278
– – 0.01% 435
2016
Q2 		$275K Sell
27,278
-14,576
-35% -$135K 0.01% 440
2016
Q1 		$353K Sell
41,854
-21,318
-34% -$183K 0.01% 414
2015
Q4 		$678K Sell
63,172
-9,596
-13% -$111K 0.03% 324
2015
Q3 		$849K Sell
72,768
-32,733
-31% -$435K 0.03% 316
2015
Q2 		$1.5M Buy
105,501
+699
+0.7% +$9.27K 0.05% 272
2015
Q1 		$1.26M Sell
104,802
-11,504
-10% -$133K 0.04% 292
2014
Q4 		$1.26M Buy
+116,306
New +$1.32M 0.04% 285

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