SC
PPBI

Stephens Consulting’s Pacific Premier Bancorp PPBI Stock Holding History

Stephens Consulting’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 		– Sell
-40
Closed -$853 – 1781
2025
Q1 		$853 Buy
+40
New +$953 ﹤0.01% 718
2024
Q3 		– Sell
-65
Closed -$1.49K – 619
2024
Q2 		$1.49K Buy
+65
New +$1.44K ﹤0.01% 549

Other funds holding PPBI

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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 $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

Stephens Consulting's PPBI Position: Q2 2025 in Review

Stephens Consulting sold out of Pacific Premier Bancorp (PPBI) in Q2 2025, closing a stake of 40 shares — an estimated $853 sold.

Stephens Consulting first reported a position in PPBI in Q2 2024 and held it in 2 quarters. The position peaked at $1.49K in Q2 2024. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • Stephens Consulting reported no remaining Pacific Premier Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 40 Pacific Premier Bancorp shares in Q2 2025, an estimated $853.
  • Stephens Consulting first reported a position in Pacific Premier Bancorp in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Pacific Premier Bancorp position peaked at $1.49K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.