Northwestern Mutual Wealth Management
PPBI

Northwestern Mutual Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Northwestern Mutual Wealth Management’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
-28
Closed -$698 – 3887
2024
Q4 		$698 Hold
28
– – ﹤0.01% 3347
2024
Q3 		$704 Buy
+28
New +$699 ﹤0.01% 3299
2023
Q2 		– Sell
-290
Closed -$6.97K – 3546
2023
Q1 		$6.97K Hold
290
– – ﹤0.01% 2632
2022
Q4 		$9.15K Hold
290
– – ﹤0.01% 2538
2022
Q3 		$9K Sell
290
-17
-6% -$554 ﹤0.01% 2497
2022
Q2 		$8K Buy
307
+117
+62% +$3.74K ﹤0.01% 2600
2022
Q1 		$7K Sell
190
-786
-81% -$30.5K ﹤0.01% 2642
2021
Q4 		$39K Buy
976
+692
+244% +$28.7K ﹤0.01% 2072
2021
Q3 		$12K Buy
284
+94
+49% +$3.69K ﹤0.01% 2406
2021
Q2 		$8K Hold
190
– – ﹤0.01% 2514
2021
Q1 		$8K Hold
190
– – ﹤0.01% 2354
2020
Q4 		$6K Hold
190
– – ﹤0.01% 2342
2020
Q3 		$4K Hold
190
– – ﹤0.01% 2227
2020
Q2 		$4K Buy
190
+90
+90% +$1.8K ﹤0.01% 2113
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2277
2019
Q4 		$3K Hold
100
– – ﹤0.01% 2176
2019
Q3 		$3K Hold
100
– – ﹤0.01% 2209
2019
Q2 		$3K Buy
+100
New +$2.95K ﹤0.01% 2241

Other funds holding PPBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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

Northwestern Mutual Wealth Management's PPBI Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 28 shares — an estimated $698 sold.

Northwestern Mutual Wealth Management first reported a position in PPBI in Q2 2019 and held it in 18 quarters. The position peaked at $39K in Q4 2021. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 28 Pacific Premier Bancorp shares in Q1 2025, an estimated $698.
  • Northwestern Mutual Wealth Management first reported a position in Pacific Premier Bancorp in Q2 2019 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Pacific Premier Bancorp position peaked at $39K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.