GRP
PPBI

Global Retirement Partners’s Pacific Premier Bancorp PPBI Stock Holding History

Global Retirement 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
-140
Closed -$2.95K – 3986
2025
Q2 		$2.95K Buy
+140
New +$2.91K ﹤0.01% 3093
2024
Q4 		$4.68K Sell
188
-160
-46% -$4.24K ﹤0.01% 2713
2024
Q3 		$8.76K Buy
348
+99
+40% +$2.47K ﹤0.01% 2341
2024
Q2 		$5.72K Buy
249
+30
+14% +$666 ﹤0.01% 2558
2024
Q1 		$5.26K Buy
219
+51
+30% +$1.28K ﹤0.01% 2372
2023
Q4 		$4.59K Buy
168
+96
+133% +$2.23K ﹤0.01% 2354
2023
Q3 		$1.51K Buy
+72
New +$1.66K ﹤0.01% 2642
2023
Q1 		– Sell
-212
Closed -$6.69K – 3308
2022
Q4 		$6.69K Hold
212
– – ﹤0.01% 1922
2022
Q3 		$8K Buy
212
+66
+45% +$2.15K ﹤0.01% 1775
2022
Q2 		$4K Buy
146
+30
+26% +$959 ﹤0.01% 1984
2022
Q1 		$4K Buy
+116
New +$4.5K ﹤0.01% 1982

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

Global Retirement Partners's PPBI Position: Q3 2025 in Review

Global Retirement Partners sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 140 shares — an estimated $2.95K sold.

Global Retirement Partners first reported a position in PPBI in Q1 2022 and held it in 11 quarters. The position peaked at $8.76K in Q3 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Global Retirement Partners reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 140 Pacific Premier Bancorp shares in Q3 2025, an estimated $2.95K.
  • Global Retirement Partners first reported a position in Pacific Premier Bancorp in Q1 2022 and held it in 11 quarters.
  • Global Retirement Partners's Pacific Premier Bancorp position peaked at $8.76K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.