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James T. Borello RIA’s People Inc PPLI Stock Holding History

James T. Borello RIA’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
Q3 		$3.1K Buy
74
+14
+23% +$575 ﹤0.01% 866
2026
Q2 		$2.77K Hold
60
– – ﹤0.01% 898
2026
Q1 		$2.4K Hold
60
– – ﹤0.01% 897
2025
Q4 		$2.35K Buy
+60
New +$2.1K ﹤0.01% 748

Other funds holding PPLI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

James T. Borello RIA's PPLI Position: Q3 2026 in Review

James T. Borello RIA increased its People Inc (PPLI) stake by 23% in Q3 2026, buying an estimated $575 and bringing the position to 74 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

James T. Borello RIA first reported a position in PPLI in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • James T. Borello RIA held 74 shares of People Inc worth $3.1K as of Q3 2026.
  • James T. Borello RIA bought 14 People Inc shares in Q3 2026, an estimated $575.
  • People Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #866 holding.
  • James T. Borello RIA first reported a position in People Inc in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.