Trek Financial’s Planet Labs PL Stock Holding History

Trek Financial’s Portfolio PL Stock Details PL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-105,441	Closed	-$2.08M	–	518
2025 Q4	$2.08M	Buy	+105,441	New	+$1.51M	0.12%	163

Other funds holding PL

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Trek Financial's PL Position: Q1 2026 in Review

Trek Financial sold out of Planet Labs (PL) in Q1 2026, closing a stake of 105,441 shares — an estimated $2.08M sold.

Trek Financial first reported a position in PL in Q4 2025 and held it in 1 quarter. The position peaked at $2.08M in Q4 2025. 420 funds tracked by Wall St. Rank hold PL as of Q1 2026.

Trek Financial reported no remaining Planet Labs position as of Q1 2026 after selling out during the quarter.
Trek Financial sold 105,441 Planet Labs shares in Q1 2026, an estimated $2.08M.
Trek Financial first reported a position in Planet Labs in Q4 2025 and held it in 1 quarter.
Trek Financial's Planet Labs position peaked at $2.08M in Q4 2025.
420 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.