CPG
PPBI

Cornerstone Planning Group’s Pacific Premier Bancorp PPBI Stock Holding History

Cornerstone Planning Group’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
-61
Closed -$1.23K – 1650
2025
Q1 		$1.23K Buy
61
+1
+2% +$24 ﹤0.01% 1090
2024
Q4 		$1.55K Buy
60
+1
+2% +$27 ﹤0.01% 859
2024
Q3 		$1.55K Hold
59
– – ﹤0.01% 839
2024
Q2 		$1.39K Buy
59
+1
+2% +$22 ﹤0.01% 870
2024
Q1 		$1.33K Buy
58
+1
+2% +$25 ﹤0.01% 727
2023
Q4 		$1.66K Buy
57
+1
+2% +$23 ﹤0.01% 660
2023
Q3 		$1.23K Hold
56
– – ﹤0.01% 747
2023
Q2 		$1.15K Buy
+56
New +$1.17K ﹤0.01% 1316
2022
Q4 		$1.62K Buy
+54
New +$1.86K ﹤0.01% 1245

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

Cornerstone Planning Group's PPBI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Pacific Premier Bancorp (PPBI) in Q2 2025, closing a stake of 61 shares — an estimated $1.23K sold.

Cornerstone Planning Group first reported a position in PPBI in Q4 2022 and held it in 9 quarters. The position peaked at $1.66K in Q4 2023. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Pacific Premier Bancorp position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 61 Pacific Premier Bancorp shares in Q2 2025, an estimated $1.23K.
  • Cornerstone Planning Group first reported a position in Pacific Premier Bancorp in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Pacific Premier Bancorp position peaked at $1.66K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.