BIA
PPBI

Bell Investment Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Bell Investment 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
-54
Closed -$1.14K – 1948
2025
Q2 		$1.14K Sell
54
-20
-27% -$416 ﹤0.01% 1551
2025
Q1 		$1.58K Buy
74
+23
+45% +$548 ﹤0.01% 1396
2024
Q4 		$1.27K Hold
51
– – ﹤0.01% 1511
2024
Q3 		$1.28K Hold
51
– – ﹤0.01% 1516
2024
Q2 		$1.17K Hold
51
– – ﹤0.01% 1560
2024
Q1 		$1.22K Hold
51
– – ﹤0.01% 1538
2023
Q4 		$1.49K Buy
51
+23
+82% +$535 ﹤0.01% 1451
2023
Q3 		$610 Sell
28
-40
-59% -$921 ﹤0.01% 1716
2023
Q2 		$1.41K Buy
68
+28
+70% +$584 ﹤0.01% 1457
2023
Q1 		$961 Buy
+40
New +$1.21K ﹤0.01% 1591
2022
Q4 		– Sell
-30
Closed -$1K – 2009
2022
Q3 		$1K Sell
30
-1
-3% -$33 ﹤0.01% 1528
2022
Q2 		$1K Buy
+31
New +$991 ﹤0.01% 1547

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

Bell Investment Advisors's PPBI Position: Q3 2025 in Review

Bell Investment Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 54 shares — an estimated $1.14K sold.

Bell Investment Advisors first reported a position in PPBI in Q2 2022 and held it in 12 quarters. The position peaked at $1.58K in Q1 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Bell Investment Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 54 Pacific Premier Bancorp shares in Q3 2025, an estimated $1.14K.
  • Bell Investment Advisors first reported a position in Pacific Premier Bancorp in Q2 2022 and held it in 12 quarters.
  • Bell Investment Advisors's Pacific Premier Bancorp position peaked at $1.58K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.