FineMark National Bank & Trust’s Pacific Premier Bancorp PPBI Stock Holding History

FineMark National Bank & Trust’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	-8,039	Closed	-$200K	–	456
2024 Q4	$200K	Hold	8,039	–	–	0.01%	415
2024 Q3	$202K	Buy	+8,039	New	+$201K	0.01%	410
2024 Q1	–	Sell	-8,039	Closed	-$234K	–	449
2023 Q4	$234K	Buy	+8,039	New	+$187K	0.01%	368
2023 Q1	–	Sell	-8,039	Closed	-$254K	–	433
2022 Q4	$254K	Hold	8,039	–	–	0.01%	342
2022 Q3	$249K	Hold	8,039	–	–	0.01%	341
2022 Q2	$235K	Hold	8,039	–	–	0.01%	374
2022 Q1	$284K	Hold	8,039	–	–	0.01%	375
2021 Q4	$322K	Hold	8,039	–	–	0.01%	371
2021 Q3	$333K	Hold	8,039	–	–	0.01%	342
2021 Q2	$340K	Hold	8,039	–	–	0.01%	346
2021 Q1	$349K	Hold	8,039	–	–	0.01%	331
2020 Q4	$252K	Buy	+8,039	New	+$223K	0.01%	366
2020 Q1	–	Sell	-8,039	Closed	-$262K	–	374
2019 Q4	$262K	Hold	8,039	–	–	0.01%	326
2019 Q3	$251K	Hold	8,039	–	–	0.01%	314
2019 Q2	$248K	Hold	8,039	–	–	0.01%	315
2019 Q1	$213K	Hold	8,039	–	–	0.01%	314
2018 Q4	$205K	Hold	8,039	–	–	0.01%	315
2018 Q3	$299K	Buy	+8,039	New	+$307K	0.02%	258

Other funds holding PPBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FineMark National Bank & Trust's PPBI Position: Q1 2025 in Review

FineMark National Bank & Trust sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 8,039 shares — an estimated $200K sold.

FineMark National Bank & Trust first reported a position in PPBI in Q3 2018 and held it in 18 quarters. The position peaked at $349K in Q1 2021. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

FineMark National Bank & Trust reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 8,039 Pacific Premier Bancorp shares in Q1 2025, an estimated $200K.
FineMark National Bank & Trust first reported a position in Pacific Premier Bancorp in Q3 2018 and held it in 18 quarters.
FineMark National Bank & Trust's Pacific Premier Bancorp position peaked at $349K in Q1 2021.
287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on FineMark National Bank & Trust's 13F filing for Q1 2025, filed 13 May 2025.