Avion Wealth’s Pacific Premier Bancorp PPBI Stock Holding History

Avion Wealth’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	-74	Closed	-$1K	–	1472
2025 Q2	$1K	Buy	+74	New	+$1.54K	﹤0.01%	1041
2023 Q4	–	Sell	-47	Closed	-$1K	–	1290
2023 Q3	$1K	Buy	47 +22	+88%	+$506	﹤0.01%	707
2023 Q2	$0	Buy	+25	New	+$521	﹤0.01%	968

Other funds holding PPBI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Avion Wealth's PPBI Position: Q3 2025 in Review

Avion Wealth sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 74 shares — an estimated $1K sold.

Avion Wealth first reported a position in PPBI in Q2 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Avion Wealth reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 74 Pacific Premier Bancorp shares in Q3 2025, an estimated $1K.
Avion Wealth first reported a position in Pacific Premier Bancorp in Q2 2023 and held it in 3 quarters.
Avion Wealth's Pacific Premier Bancorp position peaked at $1K in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.