Farther Finance Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Farther Finance 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	-241	Closed	-$5.08K	–	5051
2025 Q2	$5.08K	Sell	241 -241	-50%	-$5.01K	﹤0.01%	3350
2025 Q1	$10.4K	Buy	482 +153	+47%	+$3.65K	﹤0.01%	2719
2024 Q4	$8.2K	Sell	329 -37	-10%	-$981	﹤0.01%	2456
2024 Q3	$9.21K	Sell	366 -16	-4%	-$400	﹤0.01%	2402
2024 Q2	$8.68K	Buy	382 +32	+9%	+$710	﹤0.01%	2138
2024 Q1	$8.25K	Sell	350 -71	-17%	-$1.78K	﹤0.01%	1842
2023 Q4	$12.3K	Buy	+421	New	+$9.79K	﹤0.01%	1528
2023 Q2	–	Sell	-11	Closed	-$264	–	2549
2023 Q1	$264	Hold	11	–	–	﹤0.01%	2150
2022 Q4	$347	Buy	+11	New	+$378	﹤0.01%	1915

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

Farther Finance Advisors's PPBI Position: Q3 2025 in Review

Farther Finance Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 241 shares — an estimated $5.08K sold.

Farther Finance Advisors first reported a position in PPBI in Q4 2022 and held it in 9 quarters. The position peaked at $12.3K in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Farther Finance Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Farther Finance Advisors sold 241 Pacific Premier Bancorp shares in Q3 2025, an estimated $5.08K.
Farther Finance Advisors first reported a position in Pacific Premier Bancorp in Q4 2022 and held it in 9 quarters.
Farther Finance Advisors's Pacific Premier Bancorp position peaked at $12.3K in Q4 2023.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.