STA
PPBI

Summit Trail Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Summit Trail Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Buy
15,969
+399
+3% +$8.42K 0.01% 875
2025
Q1 		$332K Buy
15,570
+199
+1% +$4.24K 0.01% 310
2024
Q4 		$383K Buy
+15,371
New +$383K 0.01% 253
2018
Q1 		– Sell
-1,751
Closed -$72K – 1340
2017
Q4 		$72K Buy
+1,751
New +$72K 0.01% 720