HWM
PPBI

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

Hemington 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
-134
Closed -$2K – 1679
2025
Q2 		$2K Sell
134
-21
-14% -$437 ﹤0.01% 1335
2025
Q1 		$3K Sell
155
-49
-24% -$1.17K ﹤0.01% 1225
2024
Q4 		$5K Buy
204
+29
+17% +$769 ﹤0.01% 1030
2024
Q3 		$4K Buy
+175
New +$4.37K ﹤0.01% 1022

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

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

Hemington Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 134 shares — an estimated $2K sold.

Hemington Wealth Management first reported a position in PPBI in Q3 2024 and held it in 4 quarters. The position peaked at $5K in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Hemington Wealth Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 134 Pacific Premier Bancorp shares in Q3 2025, an estimated $2K.
  • Hemington Wealth Management first reported a position in Pacific Premier Bancorp in Q3 2024 and held it in 4 quarters.
  • Hemington Wealth Management's Pacific Premier Bancorp position peaked at $5K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.