DI
PPBI

Diligent Investors’s Pacific Premier Bancorp PPBI Stock Holding History

Diligent Investors’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
-15,211
Closed -$321K – 347
2025
Q2 		$321K Buy
15,211
+481
+3% +$10K 0.08% 255
2025
Q1 		$314K Hold
14,730
– – 0.08% 267
2024
Q4 		$367K Hold
14,730
– – 0.08% 241
2024
Q3 		$371K Hold
14,730
– – 0.09% 234
2024
Q2 		$338K Hold
14,730
– – 0.08% 236
2024
Q1 		$354K Hold
14,730
– – 0.09% 230
2023
Q4 		$429K Sell
14,730
-100
-0.7% -$2.33K 0.12% 195
2023
Q3 		$323K Sell
14,830
-167,012
-92% -$3.84M 0.1% 214
2023
Q2 		$3.76M Hold
181,842
– – 1.11% 13
2023
Q1 		$4.37M Hold
181,842
– – 1.35% 10
2022
Q4 		$5.74M Sell
181,842
-33,385
-16% -$1.15M 1.87% 9
2022
Q3 		$6.66M Hold
215,227
– – 2.38% 6
2022
Q2 		$6.29M Sell
215,227
-20
-0% -$640 2.15% 8
2022
Q1 		$7.61M Hold
215,247
– – 2.21% 8
2021
Q4 		$8.62M Sell
215,247
-200
-0.1% -$8.29K 2.41% 6
2021
Q3 		$9.11M Hold
215,447
– – 3.1% 6
2021
Q2 		$9.11M Sell
215,447
-8,830
-4% -$392K 3.09% 6
2021
Q1 		$9.74M Sell
224,277
-540
-0.2% -$21K 3.55% 4
2020
Q4 		$7.04M Hold
224,817
– – 2.83% 5
2020
Q3 		$4.53M Hold
224,817
– – 2.07% 8
2020
Q2 		$4.87M Hold
224,817
– – 2.39% 7
2020
Q1 		$4.24M Sell
224,817
-500
-0.2% -$13.3K 2.53% 7
2019
Q4 		$7.35M Sell
225,317
-325
-0.1% -$10.6K 3.32% 4
2019
Q3 		$7.04M Sell
225,642
-102
-0% -$3.1K 3.44% 3
2019
Q2 		$6.97M Hold
225,744
– – 3.47% 3
2019
Q1 		$5.99M Hold
225,744
– – 3.41% 2
2018
Q4 		$5.76M Buy
225,744
+225
+0.1% +$6.79K 3.78% 2
2018
Q3 		$8.39M Sell
225,519
-168
-0.1% -$6.42K 4.6% 1
2018
Q2 		$8.61M Buy
225,687
+19
+0% +$775 5.24% 1
2018
Q1 		$9.07M Sell
225,668
-2,500
-1% -$104K 5.46% 1
2017
Q4 		$9.13M Sell
228,168
-84,012
-27% -$3.31M 5.82% 1
2017
Q3 		$11.8M Sell
312,180
-4,000
-1% -$144K 8.61% 1
2017
Q2 		$11.7M Hold
316,180
– – 8.28% 1
2017
Q1 		$12.2M Hold
316,180
– – 9.34% 1
2016
Q4 		$11.2M Sell
316,180
-6,481
-2% -$195K 8.9% 1
2016
Q3 		$8.54M Hold
322,661
– – 6.92% 1
2016
Q2 		$7.74M Buy
+322,661
New +$7.5M 7.36% 1

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

Diligent Investors's PPBI Position: Q3 2025 in Review

Diligent Investors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 15,211 shares — an estimated $321K sold.

Diligent Investors first reported a position in PPBI in Q2 2016 and held it in 37 quarters. The position peaked at $12.2M in Q1 2017. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Diligent Investors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Diligent Investors sold 15,211 Pacific Premier Bancorp shares in Q3 2025, an estimated $321K.
  • Diligent Investors first reported a position in Pacific Premier Bancorp in Q2 2016 and held it in 37 quarters.
  • Diligent Investors's Pacific Premier Bancorp position peaked at $12.2M in Q1 2017.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Diligent Investors's 13F filing for Q3 2025, filed 14 Nov 2025.