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Pacific Premier Ban shares owned by Creative Planning

Quarter-by-quarter ownership of Pacific Premier Ban (PPBI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Pacific Premier Ban

Tip: Access up to 7 years of quarterly data

All positions including Pacific Premier Ban held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacific Premier Ban by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $427k 17k 25.16
2017-06-30 $18k 500 36.00
2017-03-31 $27k 700 38.57
2016-12-31 $18k 500 36.00
2016-09-30 $18k 684 26.32
2016-06-30 $16k 684 23.39

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Pacific Premier Ban

BlackRock
BlackRock
Vanguard Group
T. Rowe Price Investment Management
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Massachusetts Financial Services
Macquarie Group
Geode Capital Management
Invesco
Brown Advisory Holdings Incorporated
Goldman Sachs Group
Alliancebernstein
Victory Capital Management

View all funds holding Pacific Premier Ban