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
Q2 		$1.94K Sell
42
-16
-28% -$683 ﹤0.01% 1320
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 $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
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

Transamerica Financial Advisors's PPLI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its People Inc (PPLI) stake by 28% in Q2 2026, selling an estimated $683 and leaving 42 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Transamerica Financial Advisors first reported a position in PPLI in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.32K in Q1 2026. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Transamerica Financial Advisors held 42 shares of People Inc worth $1.94K as of Q2 2026.
  • Transamerica Financial Advisors sold 16 People Inc shares in Q2 2026, an estimated $683.
  • People Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1320 holding.
  • Transamerica Financial Advisors first reported a position in People Inc in Q2 2022 and has held it in 13 quarters since.
  • Transamerica Financial Advisors's People Inc position peaked at $2.32K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.