EP
PPBI

Essential Partners’s Pacific Premier Bancorp PPBI Stock Holding History

Essential Partners’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
-6,035
Closed -$127K – 2759
2025
Q2 		$127K Buy
+6,035
New +$125K 0.05% 331

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Essential Partners's PPBI Position: Q3 2025 in Review

Essential Partners sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 6,035 shares — an estimated $127K sold.

Essential Partners first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $127K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Essential Partners reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 6,035 Pacific Premier Bancorp shares in Q3 2025, an estimated $127K.
  • Essential Partners first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Essential Partners's Pacific Premier Bancorp position peaked at $127K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.