EWA
PPBI

EverSource Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

EverSource Wealth 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
-1,903
Closed -$40.1K – 4441
2025
Q2 		$40.1K Buy
1,903
+1,423
+296% +$29.6K ﹤0.01% 1767
2025
Q1 		$10.2K Buy
480
+145
+43% +$3.46K ﹤0.01% 2101
2024
Q4 		$8.35K Sell
335
-411
-55% -$10.9K ﹤0.01% 2096
2024
Q3 		$18.8K Hold
746
– – ﹤0.01% 1526
2024
Q2 		$20.2K Buy
746
+31
+4% +$688 ﹤0.01% 1503
2024
Q1 		$15.4K Sell
715
-140
-16% -$3.51K ﹤0.01% 1489
2023
Q4 		$24.9K Buy
855
+70
+9% +$1.63K ﹤0.01% 1145
2023
Q3 		$17.1K Buy
785
+283
+56% +$6.51K ﹤0.01% 1183
2023
Q2 		$10.4K Buy
502
+355
+241% +$7.4K ﹤0.01% 1423
2023
Q1 		$3.53K Sell
147
-112
-43% -$3.39K ﹤0.01% 1754
2022
Q4 		$8.17K Sell
259
-303
-54% -$10.4K ﹤0.01% 1405
2022
Q3 		$17K Sell
562
-1,833
-77% -$59.7K ﹤0.01% 964
2022
Q2 		$70K Buy
2,395
+1,994
+497% +$63.8K 0.02% 501
2022
Q1 		$15K Sell
401
-418
-51% -$16.2K ﹤0.01% 820
2021
Q4 		$33K Buy
+819
New +$33.9K 0.01% 511

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

EverSource Wealth Advisors's PPBI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 1,903 shares — an estimated $40.1K sold.

EverSource Wealth Advisors first reported a position in PPBI in Q4 2021 and held it in 15 quarters. The position peaked at $70K in Q2 2022. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,903 Pacific Premier Bancorp shares in Q3 2025, an estimated $40.1K.
  • EverSource Wealth Advisors first reported a position in Pacific Premier Bancorp in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Pacific Premier Bancorp position peaked at $70K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.