Bank of Montreal
PPBI

Bank of Montreal’s Pacific Premier Bancorp PPBI Stock Holding History

Bank of Montreal’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
-16,888
Closed -$356K – 3754
2025
Q2 		$356K Buy
16,888
+84
+0.5% +$1.75K ﹤0.01% 2485
2025
Q1 		$358K Buy
16,804
+1,976
+13% +$47.1K ﹤0.01% 2400
2024
Q4 		$370K Sell
14,828
-340
-2% -$9.01K ﹤0.01% 2424
2024
Q3 		$377K Sell
15,168
-6,727
-31% -$168K ﹤0.01% 2603
2024
Q2 		$504K Sell
21,895
-2,185
-9% -$48.5K ﹤0.01% 2399
2024
Q1 		$585K Sell
24,080
-6,363
-21% -$159K ﹤0.01% 2340
2023
Q4 		$913K Buy
30,443
+5,099
+20% +$119K ﹤0.01% 2100
2023
Q3 		$573K Sell
25,344
-448
-2% -$10.3K ﹤0.01% 2374
2023
Q2 		$563K Sell
25,792
-81
-0.3% -$1.69K ﹤0.01% 2511
2023
Q1 		$658K Buy
25,873
+6,142
+31% +$186K ﹤0.01% 2311
2022
Q4 		$625K Sell
19,731
-2,083
-10% -$71.7K ﹤0.01% 2483
2022
Q3 		$690 Sell
21,814
-1,954
-8% -$63.6K ﹤0.01% 2385
2022
Q2 		$710 Sell
23,768
-26,160
-52% -$836K ﹤0.01% 2500
2022
Q1 		$1.8M Buy
49,928
+15,753
+46% +$612K ﹤0.01% 1997
2021
Q4 		$1.37M Sell
34,175
-2,636
-7% -$109K ﹤0.01% 1781
2021
Q3 		$1.53M Buy
36,811
+5,332
+17% +$209K ﹤0.01% 2230
2021
Q2 		$1.4M Buy
31,479
+5,112
+19% +$227K ﹤0.01% 2281
2021
Q1 		$1.13M Buy
26,367
+3,763
+17% +$147K ﹤0.01% 2095
2020
Q4 		$768K Buy
22,604
+14,039
+164% +$390K ﹤0.01% 2429
2020
Q3 		$194K Sell
8,565
-2,855
-25% -$60.5K ﹤0.01% 2761
2020
Q2 		$211K Buy
11,420
+6,835
+149% +$137K ﹤0.01% 2705
2020
Q1 		$82K Sell
4,585
-5,777
-56% -$154K ﹤0.01% 2679
2019
Q4 		$339K Buy
10,362
+2,172
+27% +$70.7K ﹤0.01% 2876
2019
Q3 		$256K Buy
8,190
+74
+0.9% +$2.25K ﹤0.01% 2761
2019
Q2 		$251K Buy
8,116
+5,104
+169% +$150K ﹤0.01% 2804
2019
Q1 		$80K Sell
3,012
-944
-24% -$26.9K ﹤0.01% 3156
2018
Q4 		$101K Buy
3,956
+480
+14% +$14.5K ﹤0.01% 2943
2018
Q3 		$130K Buy
3,476
+227
+7% +$8.68K ﹤0.01% 2987
2018
Q2 		$124K Buy
3,249
+284
+10% +$11.6K ﹤0.01% 3015
2018
Q1 		$119K Buy
2,965
+210
+8% +$8.75K ﹤0.01% 2879
2017
Q4 		$111K Sell
2,755
-3,475
-56% -$137K ﹤0.01% 2965
2017
Q3 		$235K Buy
+6,230
New +$224K ﹤0.01% 2606
2017
Q2 		– Sell
-6,082
Closed -$234K – 4257
2017
Q1 		$234K Hold
6,082
– – ﹤0.01% 2393
2016
Q4 		$194K Buy
6,082
+1,208
+25% +$36.3K ﹤0.01% 2503
2016
Q3 		$128K Hold
4,874
– – ﹤0.01% 2644
2016
Q2 		$116K Buy
+4,874
New +$113K ﹤0.01% 2742
2014
Q3 		– Sell
-410
Closed -$6K – 4321
2014
Q2 		$6K Sell
410
-11,104
-96% -$163K ﹤0.01% 4097
2014
Q1 		$186K Sell
11,514
-2,487
-18% -$40.1K ﹤0.01% 2534
2013
Q4 		$220K Buy
14,001
+9,113
+186% +$130K ﹤0.01% 2204
2013
Q3 		$66K Hold
4,888
– – ﹤0.01% 2689
2013
Q2 		$60K Buy
+4,888
New +$59.2K ﹤0.01% 2647

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

Bank of Montreal's PPBI Position: Q3 2025 in Review

Bank of Montreal sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 16,888 shares — an estimated $356K sold.

Bank of Montreal first reported a position in PPBI in Q2 2013 and held it in 41 quarters. The position peaked at $1.8M in Q1 2022. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Bank of Montreal reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 16,888 Pacific Premier Bancorp shares in Q3 2025, an estimated $356K.
  • Bank of Montreal first reported a position in Pacific Premier Bancorp in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's Pacific Premier Bancorp position peaked at $1.8M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.