AGWCA
PPBI

Annis Gardner Whiting Capital Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-114
Closed -$2.4K – 1378
2025
Q2 		$2.4K Buy
114
+74
+185% +$1.54K ﹤0.01% 932
2025
Q1 		$853 Sell
40
-31
-44% -$739 ﹤0.01% 716
2024
Q4 		$1.77K Buy
71
+31
+78% +$822 ﹤0.01% 697
2024
Q3 		$1.01K Hold
40
– – ﹤0.01% 730
2024
Q2 		$919 Buy
40
+5
+14% +$111 ﹤0.01% 895
2024
Q1 		$840 Sell
35
-34
-49% -$852 ﹤0.01% 883
2023
Q4 		$2.01K Buy
69
+34
+97% +$791 ﹤0.01% 634
2023
Q3 		$762 Buy
+35
New +$806 ﹤0.01% 656

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PPBI Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 114 shares — an estimated $2.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PPBI in Q3 2023 and held it in 8 quarters. The position peaked at $2.4K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 114 Pacific Premier Bancorp shares in Q3 2025, an estimated $2.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Pacific Premier Bancorp in Q3 2023 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's Pacific Premier Bancorp position peaked at $2.4K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.