CAL
PPBI

Capital Advisors Ltd’s Pacific Premier Bancorp PPBI Stock Holding History

Capital Advisors Ltd’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
-11
Closed – – 1515
2025
Q2 		$0 Hold
11
– – ﹤0.01% 1574
2025
Q1 		$0 Hold
11
– – ﹤0.01% 1536
2024
Q4 		$0 Hold
11
– – ﹤0.01% 1532
2024
Q3 		$0 Hold
11
– – ﹤0.01% 1560
2024
Q2 		$0 Hold
11
– – ﹤0.01% 1590
2024
Q1 		$0 Hold
11
– – ﹤0.01% 1509
2023
Q4 		$0 Hold
11
– – ﹤0.01% 1447
2023
Q3 		$0 Hold
11
– – ﹤0.01% 1434
2023
Q2 		$0 Buy
+11
New +$229 ﹤0.01% 1490

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

Capital Advisors Ltd's PPBI Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 11 shares.

Capital Advisors Ltd first reported a position in PPBI in Q2 2023 and held it in 9 quarters. The position peaked at $0 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Capital Advisors Ltd reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 11 Pacific Premier Bancorp shares in Q3 2025.
  • Capital Advisors Ltd first reported a position in Pacific Premier Bancorp in Q2 2023 and held it in 9 quarters.
  • Capital Advisors Ltd's Pacific Premier Bancorp position peaked at $0 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.