Rockefeller Capital Management
PPBI

Rockefeller Capital Management’s Pacific Premier Bancorp PPBI Stock Holding History

Rockefeller Capital 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
Q3 		– Sell
-16,419
Closed -$346K – 4439
2025
Q2 		$346K Buy
16,419
+1,565
+11% +$32.5K ﹤0.01% 1635
2025
Q1 		$317K Sell
14,854
-342
-2% -$8.15K ﹤0.01% 1588
2024
Q4 		$379K Buy
15,196
+591
+4% +$15.7K ﹤0.01% 1548
2024
Q3 		$367K Sell
14,605
-998
-6% -$24.9K ﹤0.01% 1515
2024
Q2 		$358K Sell
15,603
-36,151
-70% -$802K ﹤0.01% 1517
2024
Q1 		$1.24M Buy
51,754
+615
+1% +$15.4K ﹤0.01% 1186
2023
Q4 		$1.49M Sell
51,139
-2,153
-4% -$50.1K 0.01% 1014
2023
Q3 		$1.16M Sell
53,292
-175
-0.3% -$4.03K ﹤0.01% 1036
2023
Q2 		$1.11M Buy
53,467
+784
+1% +$16.3K ﹤0.01% 1045
2023
Q1 		$1.26M Buy
52,683
+45,140
+598% +$1.37M 0.01% 980
2022
Q4 		$238K Hold
7,543
– – ﹤0.01% 1583
2022
Q3 		$233K Buy
7,543
+2,835
+60% +$92.3K ﹤0.01% 1583
2022
Q2 		$137K Buy
4,708
+79
+2% +$2.53K ﹤0.01% 1791
2022
Q1 		$163K Buy
4,629
+4,357
+1,602% +$169K ﹤0.01% 1777
2021
Q4 		$10K Buy
+272
New +$11.3K ﹤0.01% 2986
2020
Q3 		– Sell
-283
Closed -$6K – 2744
2020
Q2 		$6K Buy
+283
New +$5.67K ﹤0.01% 2047

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockefeller Capital Management's PPBI Position: Q3 2025 in Review

Rockefeller Capital Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 16,419 shares — an estimated $346K sold.

Rockefeller Capital Management first reported a position in PPBI in Q2 2020 and held it in 16 quarters. The position peaked at $1.49M in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Rockefeller Capital Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 16,419 Pacific Premier Bancorp shares in Q3 2025, an estimated $346K.
  • Rockefeller Capital Management first reported a position in Pacific Premier Bancorp in Q2 2020 and held it in 16 quarters.
  • Rockefeller Capital Management's Pacific Premier Bancorp position peaked at $1.49M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Rockefeller Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.