Fidelity Investments
PPBI

Fidelity Investments’s Pacific Premier Bancorp PPBI Stock Holding History

Fidelity Investments’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
-12,277
Closed -$259K – 5532
2025
Q2 		$259K Buy
12,277
+2,589
+27% +$53.8K ﹤0.01% 3213
2025
Q1 		$207K Buy
9,688
+1,221
+14% +$29.1K ﹤0.01% 3233
2024
Q4 		$211K Buy
8,467
+1,685
+25% +$44.7K ﹤0.01% 3246
2024
Q3 		$171K Buy
6,782
+723
+12% +$18.1K ﹤0.01% 3253
2024
Q2 		$139K Sell
6,059
-187
-3% -$4.15K ﹤0.01% 3168
2024
Q1 		$150K Buy
6,246
+475
+8% +$11.9K ﹤0.01% 3129
2023
Q4 		$168K Sell
5,771
-239
-4% -$5.56K ﹤0.01% 3018
2023
Q3 		$131K Buy
6,010
+476
+9% +$11K ﹤0.01% 3013
2023
Q2 		$114K Sell
5,534
-1,788
-24% -$37.3K ﹤0.01% 3116
2023
Q1 		$176K Sell
7,322
-268
-4% -$8.11K ﹤0.01% 3025
2022
Q4 		$240K Sell
7,590
-251
-3% -$8.64K ﹤0.01% 2956
2022
Q3 		$242K Buy
7,841
+392
+5% +$12.8K ﹤0.01% 3003
2022
Q2 		$218K Buy
7,449
+296
+4% +$9.46K ﹤0.01% 3104
2022
Q1 		$253K Buy
7,153
+6,299
+738% +$245K ﹤0.01% 3201
2021
Q4 		$35K Hold
854
– – ﹤0.01% 3316
2021
Q3 		$35K Buy
854
+501
+142% +$19.6K ﹤0.01% 3296
2021
Q2 		$15K Buy
353
+298
+542% +$13.2K ﹤0.01% 3455
2021
Q1 		$2K Sell
55
-132
-71% -$5.14K ﹤0.01% 3737
2020
Q4 		$6K Sell
187
-91
-33% -$2.53K ﹤0.01% 3413
2020
Q3 		$6K Hold
278
– – ﹤0.01% 3286
2020
Q2 		$6K Sell
278
-164
-37% -$3.29K ﹤0.01% 3206
2020
Q1 		$8K Hold
442
– – ﹤0.01% 3158
2019
Q4 		$14K Buy
442
+164
+59% +$5.34K ﹤0.01% 3200
2019
Q3 		$9K Hold
278
– – ﹤0.01% 3264
2019
Q2 		$9K Hold
278
– – ﹤0.01% 3258
2019
Q1 		$7K Sell
278
-29
-9% -$827 ﹤0.01% 3197
2018
Q4 		$8K Sell
307
-1,223
-80% -$36.9K ﹤0.01% 3091
2018
Q3 		$57K Buy
+1,530
New +$58.5K ﹤0.01% 2808
2018
Q2 		– Sell
-5,400
Closed -$217K – 2689
2018
Q1 		$217K Buy
+5,400
New +$225K ﹤0.01% 2610
2017
Q1 		– Sell
-324,912
Closed -$11.5M – 2692
2016
Q4 		$11.5M Sell
324,912
-564,088
-63% -$16.9M ﹤0.01% 1916
2016
Q3 		$23.5M Sell
889,000
-20,500
-2% -$530K ﹤0.01% 1606
2016
Q2 		$21.8M Sell
909,500
-532,186
-37% -$12.4M ﹤0.01% 1632
2016
Q1 		$30.8M Sell
1,441,686
-470,673
-25% -$9.61M ﹤0.01% 1459
2015
Q4 		$40.6M Sell
1,912,359
-13,700
-0.7% -$301K 0.01% 1341
2015
Q3 		$39.1M Buy
1,926,059
+342,500
+22% +$6.51M 0.01% 1352
2015
Q2 		$26.9M Hold
1,583,559
– – ﹤0.01% 1613
2015
Q1 		$25.6M Sell
1,583,559
-400
-0% -$6.37K ﹤0.01% 1639
2014
Q4 		$27.4M Hold
1,583,959
– – ﹤0.01% 1602
2014
Q3 		$22.3M Sell
1,583,959
-15,700
-1% -$228K ﹤0.01% 1687
2014
Q2 		$22.5M Buy
1,599,659
+1,073
+0.1% +$15.7K ﹤0.01% 1743
2014
Q1 		$25.8M Buy
1,598,586
+48,239
+3% +$777K ﹤0.01% 1654
2013
Q4 		$24.4M Sell
1,550,347
-111,079
-7% -$1.59M ﹤0.01% 1626
2013
Q3 		$22.3M Buy
1,661,426
+326,212
+24% +$4.24M ﹤0.01% 1644
2013
Q2 		$16.3M Buy
+1,335,214
New +$16.2M ﹤0.01% 1738

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

Fidelity Investments's PPBI Position: Q3 2025 in Review

Fidelity Investments sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 12,277 shares — an estimated $259K sold.

Fidelity Investments first reported a position in PPBI in Q2 2013 and held it in 44 quarters. The position peaked at $40.6M in Q4 2015. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Fidelity Investments reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 12,277 Pacific Premier Bancorp shares in Q3 2025, an estimated $259K.
  • Fidelity Investments first reported a position in Pacific Premier Bancorp in Q2 2013 and held it in 44 quarters.
  • Fidelity Investments's Pacific Premier Bancorp position peaked at $40.6M in Q4 2015.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.