BCA
PPBI

Berman Capital Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Berman Capital Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$21K Buy
519
+418
+414% +$16.4K ﹤0.01% 972
2021
Q2 		$4K Hold
101
– – ﹤0.01% 1417
2021
Q1 		$4K Hold
101
– – ﹤0.01% 1354
2020
Q4 		$3K Hold
101
– – ﹤0.01% 1322
2020
Q3 		$2K Buy
101
+83
+461% +$1.76K ﹤0.01% 1328
2020
Q2 		$0 Buy
+18
New +$361 ﹤0.01% 1773

Other funds holding PPBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's PPBI Position: Q3 2021 in Review

Berman Capital Advisors increased its Pacific Premier Bancorp (PPBI) stake by 414% in Q3 2021, buying an estimated $16.4K and bringing the position to 519 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Berman Capital Advisors first reported a position in PPBI in Q2 2020 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold PPBI as of Q3 2021.

  • Berman Capital Advisors held 519 shares of Pacific Premier Bancorp worth $21K as of Q3 2021.
  • Berman Capital Advisors bought 418 Pacific Premier Bancorp shares in Q3 2021, an estimated $16.4K.
  • Pacific Premier Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #972 holding.
  • Berman Capital Advisors first reported a position in Pacific Premier Bancorp in Q2 2020 and has held it in 6 quarters since.
  • 232 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.