SSG
PPBI

Summit Securities Group’s Pacific Premier Bancorp PPBI Stock Holding History

Summit Securities Group’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
-1
Closed -$25 – 1038
2024
Q4 		$25 Buy
+1
New +$27 ﹤0.01% 595
2024
Q3 		– Sell
-1
Closed – – 802
2024
Q2 		$0 Buy
+1
New +$22 ﹤0.01% 739
2023
Q2 		– Sell
-1
Closed – – 1047
2023
Q1 		$0 Buy
+1
New +$30 ﹤0.01% 1179

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
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

Summit Securities Group's PPBI Position: Q1 2025 in Review

Summit Securities Group sold out of Pacific Premier Bancorp (PPBI) in Q1 2025, closing a stake of 1 share — an estimated $25 sold.

Summit Securities Group first reported a position in PPBI in Q1 2023 and held it in 3 quarters. The position peaked at $25 in Q4 2024. 287 funds tracked by Wall St. Rank hold PPBI as of Q1 2025.

  • Summit Securities Group reported no remaining Pacific Premier Bancorp position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Pacific Premier Bancorp share in Q1 2025, an estimated $25.
  • Summit Securities Group first reported a position in Pacific Premier Bancorp in Q1 2023 and held it in 3 quarters.
  • Summit Securities Group's Pacific Premier Bancorp position peaked at $25 in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.