JFGIW
PPBI

Johnson Financial Group Inc (Wisconsin)’s Pacific Premier Bancorp PPBI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-174
Closed -$4.51K – 923
2024
Q4 		$4.51K Sell
174
-45
-21% -$1.19K ﹤0.01% 736
2024
Q3 		$5.51K Buy
+219
New +$5.47K ﹤0.01% 767
2024
Q1 		– Sell
-510
Closed -$14.8K – 945
2023
Q4 		$14.8K Buy
+510
New +$11.9K ﹤0.01% 604

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Johnson Financial Group Inc (Wisconsin)'s PPBI Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 174 shares — an estimated $4.51K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PPBI in Q4 2023 and held it in 3 quarters. The position peaked at $14.8K in Q4 2023. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 174 Pacific Premier Bancorp shares in Q1 2025, an estimated $4.51K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Pacific Premier Bancorp position peaked at $14.8K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.