Creative Planning
PPBI

Creative Planning’s Pacific Premier Bancorp PPBI Stock Holding History

Creative Planning’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
Q1 		– Sell
-16,675
Closed -$416K – 3668
2024
Q4 		$416K Sell
16,675
-277
-2% -$7.34K ﹤0.01% 2397
2024
Q3 		$427K Buy
+16,952
New +$423K ﹤0.01% 2246
2017
Q3 		– Sell
-500
Closed -$18K – 3232
2017
Q2 		$18K Sell
500
-200
-29% -$7.2K ﹤0.01% 3252
2017
Q1 		$27K Buy
700
+200
+40% +$7.69K ﹤0.01% 2921
2016
Q4 		$18K Sell
500
-184
-27% -$5.53K ﹤0.01% 3148
2016
Q3 		$18K Hold
684
– – ﹤0.01% 3127
2016
Q2 		$16K Buy
+684
New +$15.9K ﹤0.01% 2949

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Planning's PPBI Position: Q1 2025 in Review

Creative Planning sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 16,675 shares — an estimated $416K sold.

Creative Planning first reported a position in PPBI in Q2 2016 and held it in 7 quarters. The position peaked at $427K in Q3 2024. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

  • Creative Planning reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 16,675 Pacific Premier Bancorp shares in Q1 2025, an estimated $416K.
  • Creative Planning first reported a position in Pacific Premier Bancorp in Q2 2016 and held it in 7 quarters.
  • Creative Planning's Pacific Premier Bancorp position peaked at $427K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.