CT
PPBI

Clearstead Trust’s Pacific Premier Bancorp PPBI Stock Holding History

Clearstead Trust’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
-55
Closed -$1.16K – 1555
2025
Q2 		$1.16K Buy
+55
New +$1.14K ﹤0.01% 1109

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Clearstead Trust's PPBI Position: Q3 2025 in Review

Clearstead Trust sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 55 shares — an estimated $1.16K sold.

Clearstead Trust first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $1.16K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Clearstead Trust reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 55 Pacific Premier Bancorp shares in Q3 2025, an estimated $1.16K.
  • Clearstead Trust first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Clearstead Trust's Pacific Premier Bancorp position peaked at $1.16K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

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