TPWA
PPLI

Twin Peaks Wealth Advisors’s People Inc PPLI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-278
Closed -$11.1K – 1124
2026
Q1 		$11.1K Buy
+278
New +$10.5K ﹤0.01% 1004
2025
Q3 		– Sell
-189
Closed -$6.42K – 1065
2025
Q2 		$6.42K Buy
+189
New +$6.83K ﹤0.01% 1169

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

Twin Peaks Wealth Advisors's PPLI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of People Inc (PPLI) in Q2 2026, closing a stake of 278 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in PPLI in Q2 2025 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 278 People Inc shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in People Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's People Inc position peaked at $11.1K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.