Cerity Partners’s Pacific Premier Bancorp PPBI Stock Holding History

Cerity Partners’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	-17,578	Closed	-$371K	–	2840
2025 Q2	$371K	Sell	17,578 -2,416	-12%	-$50.2K	﹤0.01%	2034
2025 Q1	$426K	Buy	19,994 +10,243	+105%	+$244K	﹤0.01%	1857
2024 Q4	$245K	Sell	9,751 -5,195	-35%	-$138K	﹤0.01%	2131
2024 Q3	$376K	Buy	+14,946	New	+$373K	﹤0.01%	1934
2024 Q2	–	Sell	-14,319	Closed	-$344K	–	2370
2024 Q1	$344K	Buy	+14,319	New	+$359K	﹤0.01%	1790

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

Cerity Partners's PPBI Position: Q3 2025 in Review

Cerity Partners sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 17,578 shares — an estimated $371K sold.

Cerity Partners first reported a position in PPBI in Q1 2024 and held it in 5 quarters. The position peaked at $426K in Q1 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Cerity Partners reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 17,578 Pacific Premier Bancorp shares in Q3 2025, an estimated $371K.
Cerity Partners first reported a position in Pacific Premier Bancorp in Q1 2024 and held it in 5 quarters.
Cerity Partners's Pacific Premier Bancorp position peaked at $426K in Q1 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.