Institutional Ownership Pacific Premier Bancorp Inc (PPBI)
This table provides information about the institutional ownership of Pacific Premier Bancorp Inc (PPBI). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
230
shares
|
$5,632
0.0% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
210
shares
|
$5,142
0.0% of portfolio
|
Q2 2025
Reduced 47.1%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
202
shares
|
$4,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
202
shares
|
$4,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
190
shares
|
$4,653
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
184
shares
|
$4,506
0.0% of portfolio
|
Q2 2025
Added 206.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
179
shares
|
$4,383
0.0% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
140
shares
|
$3,428
0.0% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
135
shares
|
$3,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
134
shares
|
$3,281
0.0% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
114
shares
|
$2,791
0.0% of portfolio
|
Q2 2025
Added 185.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
76
shares
|
$1,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
74
shares
|
$1,812
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,591
0.0% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
63
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
63
shares
|
$1,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
55
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
55
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
54
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
46
shares
|
$1,126
0.0% of portfolio
|
Q2 2025
Added 411.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45
shares
|
$1,102
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
44
shares
|
$1,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$1,077
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
38
shares
|
$930
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
27
shares
|
$661
0.0% of portfolio
|
Q2 2025
Added 17.39%
|