Commonwealth Equity Services
PPBI

Commonwealth Equity Services’s Pacific Premier Bancorp PPBI Stock Holding History

Commonwealth Equity Services’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
2025
Q2 		– Sell
-9,429
Closed -$201K – 4331
2025
Q1 		$201K Buy
9,429
+404
+4% +$9.63K ﹤0.01% 3848
2024
Q4 		$225K Sell
9,025
-219
-2% -$5.8K ﹤0.01% 3659
2024
Q3 		$233K Sell
9,244
-132
-1% -$3.3K ﹤0.01% 3568
2024
Q2 		$215K Buy
9,376
+71
+0.8% +$1.57K ﹤0.01% 3585
2024
Q1 		$223K Buy
9,305
+68
+0.7% +$1.7K ﹤0.01% 3536
2023
Q4 		$269K Buy
+9,237
New +$215K ﹤0.01% 3261
2023
Q2 		– Sell
-9,011
Closed -$216 – 3903
2023
Q1 		$216 Buy
9,011
+44
+0.5% +$1.33K ﹤0.01% 3247
2022
Q4 		$283K Buy
8,967
+42
+0.5% +$1.45K ﹤0.01% 2916
2022
Q3 		$276K Buy
8,925
+43
+0.5% +$1.4K ﹤0.01% 2898
2022
Q2 		$259K Buy
8,882
+1,047
+13% +$33.5K ﹤0.01% 2970
2022
Q1 		$276K Buy
7,835
+38
+0.5% +$1.48K ﹤0.01% 3044
2021
Q4 		$312K Buy
7,797
+32
+0.4% +$1.33K ﹤0.01% 2940
2021
Q3 		$321K Buy
7,765
+36
+0.5% +$1.41K ﹤0.01% 2858
2021
Q2 		$326K Buy
+7,729
New +$343K ﹤0.01% 2820

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Commonwealth Equity Services's PPBI Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Pacific Premier Bancorp (PPBI) in Q2 2025, closing a stake of 9,429 shares — an estimated $201K sold.

Commonwealth Equity Services first reported a position in PPBI in Q2 2021 and held it in 14 quarters. The position peaked at $326K in Q2 2021. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Pacific Premier Bancorp position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,429 Pacific Premier Bancorp shares in Q2 2025, an estimated $201K.
  • Commonwealth Equity Services first reported a position in Pacific Premier Bancorp in Q2 2021 and held it in 14 quarters.
  • Commonwealth Equity Services's Pacific Premier Bancorp position peaked at $326K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.