EWA
PPBI

EP Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

EP Wealth 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
2025
Q2 		$943K Buy
44,716
+18,842
+73% +$392K 0.01% 576
2025
Q1 		$552K Sell
25,874
-1,909
-7% -$45.5K ﹤0.01% 672
2024
Q4 		$692K Buy
27,783
+140
+0.5% +$3.71K 0.01% 593
2024
Q3 		$695K Sell
27,643
-1,403
-5% -$35K 0.01% 592
2024
Q2 		$667K Buy
+29,046
New +$644K 0.01% 472

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

EP Wealth Advisors's PPBI Position: Q2 2025 in Review

EP Wealth Advisors increased its Pacific Premier Bancorp (PPBI) stake by 73% in Q2 2025, buying an estimated $392K and bringing the position to 44,716 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #576.

EP Wealth Advisors first reported a position in PPBI in Q2 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • EP Wealth Advisors held 44,716 shares of Pacific Premier Bancorp worth $943K as of Q2 2025.
  • EP Wealth Advisors bought 18,842 Pacific Premier Bancorp shares in Q2 2025, an estimated $392K.
  • Pacific Premier Bancorp made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #576 holding.
  • EP Wealth Advisors first reported a position in Pacific Premier Bancorp in Q2 2024 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.