Lindbrook Capital’s Pacific Premier Bancorp PPBI Stock Holding History

Lindbrook Capital’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
2024 Q2	–	Sell	-60	Closed	-$1.44K	–	2824
2024 Q1	$1.44K	Hold	60	–	–	﹤0.01%	2342
2023 Q4	$1.75K	Hold	60	–	–	﹤0.01%	2307
2023 Q3	$1.31K	Hold	60	–	–	﹤0.01%	2274
2023 Q2	$1.24K	Sell	60 -35	-37%	-$730	﹤0.01%	2324
2023 Q1	$2.28K	Hold	95	–	–	﹤0.01%	2190
2022 Q4	$3K	Hold	95	–	–	﹤0.01%	2055
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	1913
2022 Q2	$3K	Hold	95	–	–	﹤0.01%	1826
2022 Q1	$3K	Hold	95	–	–	﹤0.01%	1862
2021 Q4	$4K	Hold	95	–	–	﹤0.01%	1595
2021 Q3	$4K	Hold	95	–	–	﹤0.01%	1335
2021 Q2	$4K	Hold	95	–	–	﹤0.01%	1388
2021 Q1	$4K	Hold	95	–	–	﹤0.01%	1350
2020 Q4	$3K	Hold	95	–	–	﹤0.01%	1365
2020 Q3	$2K	Buy	95 +35	+58%	+$742	﹤0.01%	1428
2020 Q2	$1K	Buy	+60	New	+$1.2K	﹤0.01%	1610
2020 Q1	–	Sell	-381	Closed	-$12K	–	1826
2019 Q4	$12K	Hold	381	–	–	﹤0.01%	881
2019 Q3	$12K	Hold	381	–	–	﹤0.01%	850
2019 Q2	$11K	Hold	381	–	–	﹤0.01%	870
2019 Q1	$10K	Buy	381 +69	+22%	+$1.97K	﹤0.01%	900
2018 Q4	$7K	Buy	+312	New	+$9.42K	﹤0.01%	925

Other funds holding PPBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Lindbrook Capital's PPBI Position: Q2 2024 in Review

Lindbrook Capital sold out of Pacific Premier Bancorp (PPBI) in Q2 2024, closing a stake of 60 shares — an estimated $1.44K sold.

Lindbrook Capital first reported a position in PPBI in Q4 2018 and held it in 21 quarters. The position peaked at $12K in Q4 2019. 255 funds tracked by Wall St. Rank hold PPBI as of Q2 2024.

Lindbrook Capital reported no remaining Pacific Premier Bancorp position as of Q2 2024 after selling out during the quarter.
Lindbrook Capital sold 60 Pacific Premier Bancorp shares in Q2 2024, an estimated $1.44K.
Lindbrook Capital first reported a position in Pacific Premier Bancorp in Q4 2018 and held it in 21 quarters.
Lindbrook Capital's Pacific Premier Bancorp position peaked at $12K in Q4 2019.
255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.