Clearstead Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Clearstead 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	-63	Closed	-$1.33K	–	3208
2025 Q2	$1.33K	Buy	+63	New	+$1.31K	﹤0.01%	2393
2021 Q4	–	Sell	-590	Closed	-$24K	–	1402
2021 Q3	$24K	Buy	+590	New	+$23.1K	﹤0.01%	757

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

Clearstead Advisors's PPBI Position: Q3 2025 in Review

Clearstead Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 63 shares — an estimated $1.33K sold.

Clearstead Advisors first reported a position in PPBI in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Clearstead Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 63 Pacific Premier Bancorp shares in Q3 2025, an estimated $1.33K.
Clearstead Advisors first reported a position in Pacific Premier Bancorp in Q3 2021 and held it in 2 quarters.
Clearstead Advisors's Pacific Premier Bancorp position peaked at $24K in Q3 2021.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.