BL
PPBI

BFSG LLC’s Pacific Premier Bancorp PPBI Stock Holding History

BFSG LLC’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
-3,211
Closed -$67.7K – 720
2025
Q2 		$67.7K Hold
3,211
– – 0.01% 365
2025
Q1 		$68.5K Hold
3,211
– – 0.01% 349
2024
Q4 		$80K Hold
3,211
– – 0.01% 338
2024
Q3 		$80.8K Hold
3,211
– – 0.01% 351
2024
Q2 		$73.8K Hold
3,211
– – 0.01% 340
2024
Q1 		$77.1K Hold
3,211
– – 0.01% 343
2023
Q4 		$93.5K Buy
+3,211
New +$74.7K 0.01% 305

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

BFSG LLC's PPBI Position: Q3 2025 in Review

BFSG LLC sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 3,211 shares — an estimated $67.7K sold.

BFSG LLC first reported a position in PPBI in Q4 2023 and held it in 7 quarters. The position peaked at $93.5K in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • BFSG LLC reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • BFSG LLC sold 3,211 Pacific Premier Bancorp shares in Q3 2025, an estimated $67.7K.
  • BFSG LLC first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 7 quarters.
  • BFSG LLC's Pacific Premier Bancorp position peaked at $93.5K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on BFSG LLC's 13F filing for Q3 2025, filed 29 Oct 2025.