WFC
PPBI

Western Financial Corp’s Pacific Premier Bancorp PPBI Stock Holding History

Western Financial Corp’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
-10,363
Closed -$221K – 132
2025
Q1 		$221K Sell
10,363
-3,967
-28% -$94.5K 0.13% 112
2024
Q4 		$357K Buy
14,330
+8
+0.1% +$212 0.2% 109
2024
Q3 		$360K Buy
14,322
+11
+0.1% +$275 0.2% 102
2024
Q2 		$329K Buy
14,311
+10
+0.1% +$222 0.2% 95
2024
Q1 		$343K Sell
14,301
-6,162
-30% -$154K 0.21% 94
2023
Q4 		$596K Buy
20,463
+103
+0.5% +$2.4K 0.4% 80
2023
Q3 		$443K Buy
20,360
+90
+0.4% +$2.07K 0.32% 88
2023
Q2 		$419K Buy
20,270
+118
+0.6% +$2.46K 0.29% 90
2023
Q1 		$484K Sell
20,152
-741
-4% -$22.4K 0.34% 88
2022
Q4 		$659K Buy
20,893
+59
+0.3% +$2.03K 0.43% 58
2022
Q3 		$645K Buy
20,834
+61
+0.3% +$1.99K 0.45% 53
2022
Q2 		$607K Sell
20,773
-39
-0.2% -$1.25K 0.43% 49
2022
Q1 		$736K Sell
20,812
-346
-2% -$13.4K 0.43% 51
2021
Q4 		$847K Buy
21,158
+50
+0.2% +$2.07K 0.44% 46
2021
Q3 		$875K Sell
21,108
-1,687
-7% -$66.1K 0.52% 36
2021
Q2 		$964K Sell
22,795
-135
-0.6% -$5.99K 0.52% 35
2021
Q1 		$996K Sell
22,930
-3,925
-15% -$153K 0.61% 24
2020
Q4 		$841K Buy
+26,855
New +$745K 0.55% 27

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
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

Western Financial Corp's PPBI Position: Q2 2025 in Review

Western Financial Corp sold out of Pacific Premier Bancorp (PPBI) in Q2 2025, closing a stake of 10,363 shares — an estimated $221K sold.

Western Financial Corp first reported a position in PPBI in Q4 2020 and held it in 18 quarters. The position peaked at $996K in Q1 2021. 274 funds tracked by Wall St. Rank hold PPBI as of Q2 2025.

  • Western Financial Corp reported no remaining Pacific Premier Bancorp position as of Q2 2025 after selling out during the quarter.
  • Western Financial Corp sold 10,363 Pacific Premier Bancorp shares in Q2 2025, an estimated $221K.
  • Western Financial Corp first reported a position in Pacific Premier Bancorp in Q4 2020 and held it in 18 quarters.
  • Western Financial Corp's Pacific Premier Bancorp position peaked at $996K in Q1 2021.
  • 274 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2025.

Based on Western Financial Corp's 13F filing for Q2 2025, filed 17 Jul 2025.