Bay Harbor Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Bay Harbor Wealth Management’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	-8	Closed	-$168	–	1314
2025 Q2	$168	Buy	8 +6	+300%	+$125	﹤0.01%	981
2025 Q1	$42	Buy	+2	New	+$48	﹤0.01%	1049

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

Bay Harbor Wealth Management's PPBI Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 8 shares — an estimated $168 sold.

Bay Harbor Wealth Management first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $168 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Bay Harbor Wealth Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 8 Pacific Premier Bancorp shares in Q3 2025, an estimated $168.
Bay Harbor Wealth Management first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
Bay Harbor Wealth Management's Pacific Premier Bancorp position peaked at $168 in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.