UCFA
PPLI

United Capital Financial Advisors’s People Inc PPLI Stock Holding History

United Capital 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 		$222K Buy
+4,802
New +$205K ﹤0.01% 1510
2019
Q4 		– Sell
-87,937
Closed -$3.43M – 1397
2019
Q3 		$3.43M Sell
87,937
-7,230
-8% -$309K 0.02% 489
2019
Q2 		$3.7M Buy
95,167
+13,222
+16% +$528K 0.02% 477
2019
Q1 		$3.08M Buy
81,945
+10,900
+15% +$403K 0.02% 505
2018
Q4 		$2.32M Buy
71,045
+15,774
+29% +$529K 0.02% 526
2018
Q3 		$2.14M Buy
+55,271
New +$1.79M 0.02% 598
2016
Q1 		– Sell
-38,871
Closed -$417K – 1235
2015
Q4 		$417K Buy
38,871
+15,829
+69% +$183K ﹤0.01% 927
2015
Q3 		$269K Buy
23,042
+4,963
+27% +$65.9K ﹤0.01% 1084
2015
Q2 		$257K Sell
18,079
-19,075
-51% -$253K ﹤0.01% 1120
2015
Q1 		$464K Buy
+37,154
New +$430K 0.01% 918

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

United Capital Financial Advisors's PPLI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in People Inc (PPLI) in Q2 2026: 4,802 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in PPLI as recently as Q3 2019.

United Capital Financial Advisors first reported a position in PPLI in Q1 2015 and has held it in 10 quarters since. The position peaked at $3.7M in Q2 2019. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • United Capital Financial Advisors held 4,802 shares of People Inc worth $222K as of Q2 2026.
  • People Inc was a new United Capital Financial Advisors position in Q2 2026.
  • People Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1510 holding.
  • United Capital Financial Advisors first reported a position in People Inc in Q1 2015 and has held it in 10 quarters since.
  • United Capital Financial Advisors's People Inc position peaked at $3.7M in Q2 2019.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

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