SW
PPLI icon

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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

SVB Wealth's PPLI Position: Q2 2025 in Review

SVB Wealth sold out of People Inc (PPLI) in Q2 2025, closing a stake of 513 shares — an estimated $19.3K sold.

SVB Wealth first reported a position in PPLI in Q4 2014 and held it in 9 quarters. The position peaked at $1.5M in Q2 2015. 346 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • SVB Wealth reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 513 People Inc shares in Q2 2025, an estimated $19.3K.
  • SVB Wealth first reported a position in People Inc in Q4 2014 and held it in 9 quarters.
  • SVB Wealth's People Inc position peaked at $1.5M in Q2 2015.
  • 346 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.