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
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 $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

Twin Peaks Wealth Advisors's PPLI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in People Inc (PPLI) in Q1 2026: 278 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PPLI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PPLI in Q2 2025 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 278 shares of People Inc worth $11.1K as of Q1 2026.
  • People Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • People Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1004 holding.
  • Twin Peaks Wealth Advisors first reported a position in People Inc in Q2 2025 and has held it in 2 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.