VF
PPBI

Vest Financial’s Pacific Premier Bancorp PPBI Stock Holding History

Vest Financial’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
2024
Q1 		– Sell
-8,127
Closed -$237K – 294
2023
Q4 		$237K Buy
+8,127
New +$189K 0.01% 184

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vest Financial's PPBI Position: Q1 2024 in Review

Vest Financial sold out of Pacific Premier Bancorp (PPBI) in Q1 2024, closing a stake of 8,127 shares — an estimated $237K sold.

Vest Financial first reported a position in PPBI in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 255 funds tracked by Wall St. Rank hold PPBI as of Q1 2024.

  • Vest Financial reported no remaining Pacific Premier Bancorp position as of Q1 2024 after selling out during the quarter.
  • Vest Financial sold 8,127 Pacific Premier Bancorp shares in Q1 2024, an estimated $237K.
  • Vest Financial first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 1 quarter.
  • Vest Financial's Pacific Premier Bancorp position peaked at $237K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.