GWM
PPBI

GDS Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

GDS Wealth 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
-9,938
Closed -$210K – 189
2025
Q2 		$210K Sell
9,938
-300
-3% -$6.24K 0.02% 166
2025
Q1 		$218K Buy
10,238
+300
+3% +$7.15K 0.02% 160
2024
Q4 		$248K Hold
9,938
– – 0.02% 150
2024
Q3 		$250K Hold
9,938
– – 0.02% 147
2024
Q2 		$228K Hold
9,938
– – 0.03% 123
2024
Q1 		$239K Hold
9,938
– – 0.03% 123
2023
Q4 		$289K Hold
9,938
– – 0.04% 109
2023
Q3 		$216K Hold
9,938
– – 0.03% 115
2023
Q2 		$206K Hold
9,938
– – 0.03% 120
2023
Q1 		$239K Hold
9,938
– – 0.04% 104
2022
Q4 		$314K Hold
9,938
– – 0.06% 95
2022
Q3 		$308K Hold
9,938
– – 0.07% 90
2022
Q2 		$291K Hold
9,938
– – 0.07% 93
2022
Q1 		$339K Hold
9,938
– – 0.07% 91
2021
Q4 		$398K Buy
+9,938
New +$412K 0.09% 85

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

GDS Wealth Management's PPBI Position: Q3 2025 in Review

GDS Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 9,938 shares — an estimated $210K sold.

GDS Wealth Management first reported a position in PPBI in Q4 2021 and held it in 15 quarters. The position peaked at $398K in Q4 2021. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • GDS Wealth Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • GDS Wealth Management sold 9,938 Pacific Premier Bancorp shares in Q3 2025, an estimated $210K.
  • GDS Wealth Management first reported a position in Pacific Premier Bancorp in Q4 2021 and held it in 15 quarters.
  • GDS Wealth Management's Pacific Premier Bancorp position peaked at $398K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on GDS Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.