D.A. Davidson & Co’s Pacific Premier Bancorp PPBI Stock Holding History

D.A. Davidson & Co’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	-21,381	Closed	-$451K	–	1578
2025 Q2	$451K	Buy	21,381 +4,253	+25%	+$88.4K	﹤0.01%	1093
2025 Q1	$365K	Sell	17,128 -1,844	-10%	-$43.9K	﹤0.01%	1144
2024 Q4	$473K	Buy	18,972 +178	+0.9%	+$4.72K	﹤0.01%	1033
2024 Q3	$473K	Sell	18,794 -2,121	-10%	-$53K	﹤0.01%	1031
2024 Q2	$480K	Buy	20,915 +526	+3%	+$11.7K	﹤0.01%	994
2024 Q1	$489K	Buy	+20,389	New	+$511K	﹤0.01%	994
2017 Q2	–	Sell	-125	Closed	-$4K	–	2420
2017 Q1	$4K	Buy	+125	New	+$4.8K	﹤0.01%	2210

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

D.A. Davidson & Co's PPBI Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 21,381 shares — an estimated $451K sold.

D.A. Davidson & Co first reported a position in PPBI in Q1 2017 and held it in 7 quarters. The position peaked at $489K in Q1 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

D.A. Davidson & Co reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
D.A. Davidson & Co sold 21,381 Pacific Premier Bancorp shares in Q3 2025, an estimated $451K.
D.A. Davidson & Co first reported a position in Pacific Premier Bancorp in Q1 2017 and held it in 7 quarters.
D.A. Davidson & Co's Pacific Premier Bancorp position peaked at $489K in Q1 2024.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.