Envestnet Asset Management
PPBI

Envestnet Asset Management’s Pacific Premier Bancorp PPBI Stock Holding History

Envestnet Asset Management’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
-29,425
Closed -$621K – 4642
2025
Q2 		$621K Sell
29,425
-12,920
-31% -$269K ﹤0.01% 3544
2025
Q1 		$903K Sell
42,345
-172
-0.4% -$4.1K ﹤0.01% 3273
2024
Q4 		$1.06M Sell
42,517
-3,403
-7% -$90.2K ﹤0.01% 3133
2024
Q3 		$1.16M Sell
45,920
-7,432
-14% -$186K ﹤0.01% 3032
2024
Q2 		$1.23M Sell
53,352
-8,459
-14% -$188K ﹤0.01% 2897
2024
Q1 		$1.48M Sell
61,811
-5,866
-9% -$147K ﹤0.01% 2768
2023
Q4 		$1.97M Buy
67,677
+15,877
+31% +$369K ﹤0.01% 2482
2023
Q3 		$1.13M Buy
51,800
+6,580
+15% +$151K ﹤0.01% 2725
2023
Q2 		$935K Sell
45,220
-7,605
-14% -$159K ﹤0.01% 2803
2023
Q1 		$1.27M Sell
52,825
-22,367
-30% -$677K ﹤0.01% 2496
2022
Q4 		$2.37M Buy
75,192
+2,679
+4% +$92.2K ﹤0.01% 2043
2022
Q3 		$2.25M Sell
72,513
-127
-0.2% -$4.14K ﹤0.01% 2014
2022
Q2 		$2.12M Buy
72,640
+412
+0.6% +$13.2K ﹤0.01% 2062
2022
Q1 		$2.55M Sell
72,228
-3,493
-5% -$136K ﹤0.01% 2057
2021
Q4 		$3.03M Buy
75,721
+112
+0.1% +$4.64K ﹤0.01% 1899
2021
Q3 		$3.13M Buy
75,609
+2,767
+4% +$108K ﹤0.01% 1806
2021
Q2 		$3.08M Buy
72,842
+756
+1% +$33.6K ﹤0.01% 1795
2021
Q1 		$3.13M Sell
72,086
-2,321
-3% -$90.5K ﹤0.01% 1681
2020
Q4 		$2.33M Buy
74,407
+1,355
+2% +$37.6K ﹤0.01% 1670
2020
Q3 		$1.47M Buy
73,052
+948
+1% +$20.1K ﹤0.01% 1793
2020
Q2 		$1.56M Buy
72,104
+33,446
+87% +$670K ﹤0.01% 1720
2020
Q1 		$728K Buy
38,658
+7,512
+24% +$200K ﹤0.01% 2004
2019
Q4 		$1.02M Buy
31,146
+13,461
+76% +$438K ﹤0.01% 2011
2019
Q3 		$552K Buy
17,685
+74
+0.4% +$2.25K ﹤0.01% 2313
2019
Q2 		$544K Buy
17,611
+1,355
+8% +$39.9K ﹤0.01% 2351
2019
Q1 		$431K Buy
16,256
+6,336
+64% +$181K ﹤0.01% 2434
2018
Q4 		$253K Buy
+9,920
New +$300K ﹤0.01% 2528
2018
Q3 		– Sell
-5,755
Closed -$220K – 2254
2018
Q2 		$220K Sell
5,755
-367
-6% -$15K ﹤0.01% 1623
2018
Q1 		$246K Buy
6,122
+3,485
+132% +$145K ﹤0.01% 1488
2017
Q4 		$106K Sell
2,637
-266
-9% -$10.5K ﹤0.01% 2081
2017
Q3 		$109K Sell
2,903
-101
-3% -$3.63K ﹤0.01% 2057
2017
Q2 		$110K Buy
3,004
+78
+3% +$2.81K ﹤0.01% 2099
2017
Q1 		$112K Buy
2,926
+207
+8% +$7.96K ﹤0.01% 2144
2016
Q4 		$96K Buy
2,719
+676
+33% +$20.3K ﹤0.01% 2203
2016
Q3 		$54K Sell
2,043
-915
-31% -$23.7K ﹤0.01% 2568
2016
Q2 		$71K Sell
2,958
-63
-2% -$1.46K ﹤0.01% 2586
2016
Q1 		$65K Buy
3,021
+416
+16% +$8.49K ﹤0.01% 2612
2015
Q4 		$55K Buy
+2,605
New +$57.2K ﹤0.01% 2638

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

Envestnet Asset Management's PPBI Position: Q3 2025 in Review

Envestnet Asset Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 29,425 shares — an estimated $621K sold.

Envestnet Asset Management first reported a position in PPBI in Q4 2015 and held it in 38 quarters. The position peaked at $3.13M in Q3 2021. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Envestnet Asset Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 29,425 Pacific Premier Bancorp shares in Q3 2025, an estimated $621K.
  • Envestnet Asset Management first reported a position in Pacific Premier Bancorp in Q4 2015 and held it in 38 quarters.
  • Envestnet Asset Management's Pacific Premier Bancorp position peaked at $3.13M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.