JFG
PPBI

Jefferies Financial Group’s Pacific Premier Bancorp PPBI Stock Holding History

Jefferies Financial 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
Q1 		– Sell
-38,700
Closed -$964K – 1916
2024
Q4 		$964K Buy
+38,700
New +$1.03M 0.01% 895
2024
Q1 		– Sell
-19,300
Closed -$562K – 1945
2023
Q4 		$562K Buy
+19,300
New +$449K ﹤0.01% 1169

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

Jefferies Financial Group's PPBI Position: Q1 2025 in Review

Jefferies Financial Group sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 38,700 shares — an estimated $964K sold.

Jefferies Financial Group first reported a position in PPBI in Q4 2023 and held it in 2 quarters. The position peaked at $964K in Q4 2024. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

  • Jefferies Financial Group reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 38,700 Pacific Premier Bancorp shares in Q1 2025, an estimated $964K.
  • Jefferies Financial Group first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Pacific Premier Bancorp position peaked at $964K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.