CWC Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

CWC 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	-12,372	Closed	-$261K	–	150
2025 Q2	$261K	Buy	12,372 +314	+3%	+$6.53K	0.13%	127
2025 Q1	$257K	Buy	12,058 +2,905	+32%	+$69.2K	0.15%	124
2024 Q4	$228K	Sell	9,153 -174	-2%	-$4.61K	0.23%	108
2024 Q3	$235K	Buy	+9,327	New	+$233K	0.23%	107

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

CWC Advisors's PPBI Position: Q3 2025 in Review

CWC Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 12,372 shares — an estimated $261K sold.

CWC Advisors first reported a position in PPBI in Q3 2024 and held it in 4 quarters. The position peaked at $261K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

CWC Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
CWC Advisors sold 12,372 Pacific Premier Bancorp shares in Q3 2025, an estimated $261K.
CWC Advisors first reported a position in Pacific Premier Bancorp in Q3 2024 and held it in 4 quarters.
CWC Advisors's Pacific Premier Bancorp position peaked at $261K in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on CWC Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.