PWM
PPBI

Parkworth Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Parkworth 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
Q2 		$63 Hold
3
– – ﹤0.01% 1234
2025
Q1 		$64 Hold
3
– – ﹤0.01% 1059
2024
Q4 		$75 Buy
+3
New +$80 ﹤0.01% 1063

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Parkworth Wealth Management's PPBI Position: Q2 2025 in Review

Parkworth Wealth Management held its Pacific Premier Bancorp (PPBI) position steady in Q2 2025 at 3 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Parkworth Wealth Management first reported a position in PPBI in Q4 2024 and has held it in 3 quarters since. The position peaked at $75 in Q4 2024. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Pacific Premier Bancorp worth $63 as of Q2 2025.
  • Parkworth Wealth Management left its Pacific Premier Bancorp share count unchanged in Q2 2025.
  • Pacific Premier Bancorp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1234 holding.
  • Parkworth Wealth Management first reported a position in Pacific Premier Bancorp in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Pacific Premier Bancorp position peaked at $75 in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.