TFA
PPLI

Transamerica Financial Advisors’s People Inc PPLI Stock Holding History

Transamerica Financial 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 		$2.32K Buy
58
+26
+81% +$986 ﹤0.01% 1178
2025
Q4 		$1.25K Buy
32
+15
+88% +$525 ﹤0.01% 1210
2025
Q3 		$579 Buy
+17
New +$634 ﹤0.01% 1269
2024
Q3 		– Sell
-1
Closed -$1K – 621
2024
Q2 		$1K Hold
1
– – ﹤0.01% 457
2024
Q1 		$1K Hold
1
– – ﹤0.01% 502
2023
Q4 		$1K Hold
1
– – ﹤0.01% 483
2023
Q3 		$1K Hold
1
– – ﹤0.01% 509
2023
Q2 		$1K Hold
1
– – ﹤0.01% 480
2023
Q1 		$1K Hold
1
– – ﹤0.01% 467
2022
Q4 		$1K Hold
1
– – ﹤0.01% 525
2022
Q3 		$1K Hold
1
– – ﹤0.01% 495
2022
Q2 		$1K Buy
+1
New +$71 ﹤0.01% 508

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Transamerica Financial Advisors's PPLI Position: Q1 2026 in Review

Transamerica Financial Advisors increased its People Inc (PPLI) stake by 81% in Q1 2026, buying an estimated $986 and bringing the position to 58 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Transamerica Financial Advisors first reported a position in PPLI in Q2 2022 and has held it in 12 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Transamerica Financial Advisors held 58 shares of People Inc worth $2.32K as of Q1 2026.
  • Transamerica Financial Advisors bought 26 People Inc shares in Q1 2026, an estimated $986.
  • People Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1178 holding.
  • Transamerica Financial Advisors first reported a position in People Inc in Q2 2022 and has held it in 12 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.