BPA
PPBI

Beacon Pointe Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Beacon Pointe 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
-312,624
Closed -$6.59M – 1497
2025
Q2 		$6.59M Sell
312,624
-54
-0% -$1.12K 0.07% 256
2025
Q1 		$6.67M Sell
312,678
-259
-0.1% -$6.17K 0.07% 239
2024
Q4 		$7.8M Buy
+312,937
New +$8.3M 0.09% 200
2024
Q2 		– Sell
-336,206
Closed -$8.07M – 1363
2024
Q1 		$8.07M Buy
336,206
+306,136
+1,018% +$7.67M 0.09% 202
2023
Q4 		$875K Sell
30,070
-305,249
-91% -$7.1M 0.01% 712
2023
Q3 		$7.3M Buy
335,319
+311,062
+1,282% +$7.16M 0.09% 204
2023
Q2 		$502K Buy
24,257
+2
+0% +$42 0.01% 716
2023
Q1 		$583K Sell
24,255
-197
-0.8% -$5.96K 0.01% 713
2022
Q4 		$772K Buy
24,452
+408
+2% +$14K 0.02% 568
2022
Q3 		$744K Sell
24,044
-207
-0.9% -$6.74K 0.02% 534
2022
Q2 		$709K Sell
24,251
-365
-1% -$11.7K 0.02% 556
2022
Q1 		$870K Buy
+24,616
New +$956K 0.01% 662
2021
Q1 		– Sell
-312,201
Closed -$9.78M – 569
2020
Q4 		$9.78M Buy
+312,201
New +$8.67M 0.67% 30
2020
Q3 		– Sell
-312,201
Closed -$6.77M – 425
2020
Q2 		$6.77M Buy
+312,201
New +$6.26M 0.68% 37

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

Beacon Pointe Advisors's PPBI Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 312,624 shares — an estimated $6.59M sold.

Beacon Pointe Advisors first reported a position in PPBI in Q2 2020 and held it in 14 quarters. The position peaked at $9.78M in Q4 2020. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 312,624 Pacific Premier Bancorp shares in Q3 2025, an estimated $6.59M.
  • Beacon Pointe Advisors first reported a position in Pacific Premier Bancorp in Q2 2020 and held it in 14 quarters.
  • Beacon Pointe Advisors's Pacific Premier Bancorp position peaked at $9.78M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.