HIA
PPBI

HFM Investment Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

HFM Investment Advisors’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
-10
Closed -$211 – 1306
2025
Q2 		$211 Buy
10
+4
+67% +$83 ﹤0.01% 969
2025
Q1 		$128 Buy
+6
New +$143 ﹤0.01% 786

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

HFM Investment Advisors's PPBI Position: Q3 2025 in Review

HFM Investment Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 10 shares — an estimated $211 sold.

HFM Investment Advisors first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $211 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • HFM Investment Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 10 Pacific Premier Bancorp shares in Q3 2025, an estimated $211.
  • HFM Investment Advisors first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
  • HFM Investment Advisors's Pacific Premier Bancorp position peaked at $211 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.