GSWM
PPBI

Golden State Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Golden State 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
-5,878
Closed -$124K – 1690
2025
Q2 		$124K Sell
5,878
-444
-7% -$9.23K 0.02% 439
2025
Q1 		$135K Hold
6,322
– – 0.02% 389
2024
Q4 		$158K Buy
+6,322
New +$168K 0.02% 360
2022
Q1 		$243K Sell
6,873
-12
-0.2% -$466 0.05% 267
2021
Q4 		$276K Sell
6,885
-88
-1% -$3.65K 0.05% 301
2021
Q3 		$289K Hold
6,973
– – 0.06% 237
2021
Q2 		$295K Hold
6,973
– – 0.07% 229
2021
Q1 		$302K Sell
6,973
-1,563
-18% -$60.9K 0.1% 147
2020
Q4 		$267K Hold
8,536
– – 0.08% 197
2020
Q3 		$172K Buy
+8,536
New +$181K 0.06% 205
2020
Q2 		– Sell
-4,335
Closed -$82K – 705
2020
Q1 		$82K Buy
+4,335
New +$115K 0.04% 281
2019
Q4 		– Sell
-4,335
Closed -$135K – 694
2019
Q3 		$135K Hold
4,335
– – 0.04% 267
2019
Q2 		$133K Hold
4,335
– – 0.04% 289
2019
Q1 		$115K Buy
+4,335
New +$124K 0.04% 303

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

Golden State Wealth Management's PPBI Position: Q3 2025 in Review

Golden State Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 5,878 shares — an estimated $124K sold.

Golden State Wealth Management first reported a position in PPBI in Q1 2019 and held it in 14 quarters. The position peaked at $302K in Q1 2021. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Golden State Wealth Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 5,878 Pacific Premier Bancorp shares in Q3 2025, an estimated $124K.
  • Golden State Wealth Management first reported a position in Pacific Premier Bancorp in Q1 2019 and held it in 14 quarters.
  • Golden State Wealth Management's Pacific Premier Bancorp position peaked at $302K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.