C
PPBI

Covestor’s Pacific Premier Bancorp PPBI Stock Holding History

Covestor’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
-14
Closed – – 2654
2025
Q2 		$0 Sell
14
-8
-36% -$166 ﹤0.01% 2632
2025
Q1 		$0 Buy
22
+3
+16% +$71 ﹤0.01% 2612
2024
Q4 		$0 Buy
19
+13
+217% +$345 ﹤0.01% 2621
2024
Q3 		$0 Sell
6
-55
-90% -$1.37K ﹤0.01% 2631
2024
Q2 		$1K Sell
61
-3,731
-98% -$82.8K ﹤0.01% 2096
2024
Q1 		$91K Sell
3,792
-568
-13% -$14.2K 0.06% 607
2023
Q4 		$127K Sell
4,360
-2,311
-35% -$53.8K 0.09% 348
2023
Q3 		$145K Sell
6,671
-162
-2% -$3.73K 0.11% 234
2023
Q2 		$141K Buy
6,833
+2,645
+63% +$55.1K 0.11% 267
2023
Q1 		$101K Buy
4,188
+1,416
+51% +$42.8K 0.09% 365
2022
Q4 		$88K Sell
2,772
-2,805
-50% -$96.5K 0.07% 459
2022
Q3 		$173K Buy
5,577
+5,531
+12,024% +$180K 0.15% 111
2022
Q2 		$1K Buy
46
+29
+171% +$927 ﹤0.01% 1783
2022
Q1 		$1K Sell
17
-5
-23% -$194 ﹤0.01% 1921
2021
Q4 		$1K Buy
+22
New +$912 ﹤0.01% 1888

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

Covestor's PPBI Position: Q3 2025 in Review

Covestor sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 14 shares.

Covestor first reported a position in PPBI in Q4 2021 and held it in 15 quarters. The position peaked at $173K in Q3 2022. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Covestor reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 14 Pacific Premier Bancorp shares in Q3 2025.
  • Covestor first reported a position in Pacific Premier Bancorp in Q4 2021 and held it in 15 quarters.
  • Covestor's Pacific Premier Bancorp position peaked at $173K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.