EP Wealth Advisors »

Pacific Premier Ban shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Pacific Premier Ban shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Pacific Premier Ban

Tip: Access up to 7 years of quarterly data

All positions including Pacific Premier Ban held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacific Premier Ban by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $943k 45k 21.09
2025-03-31 $552k 26k 21.32
2024-12-31 $692k 28k 24.92
2024-09-30 $696k 28k 25.16
2024-06-30 $667k 29k 22.97

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Pacific Premier Ban

Morgan Stanley
EP Wealth Advisors
Bank Of Montreal
Cibc World Markets
KBC Group NV
IFP Advisors
FTB Advisors
Kilter Group
Advisor Group Holdings
DiNuzzo Private Wealth
Parkworth Wealth Management

View all funds holding Pacific Premier Ban