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Pacific Premier Ban shares owned by Parkworth Wealth Management

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

Historical chart of Parkworth Wealth Management investment in Pacific Premier Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacific Premier Ban by Parkworth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $63 3 21.00
2025-03-31 $63 3 21.33
2024-12-31 $75 3 25.00

More positions owned by Parkworth Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Parkworth Wealth Management

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