IC
PPBI

IEQ Capital’s Pacific Premier Bancorp PPBI Stock Holding History

IEQ Capital’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
-521,722
Closed -$11M – 2024
2025
Q2 		$11M Buy
521,722
+85,438
+20% +$1.78M 0.07% 226
2025
Q1 		$9.3M Buy
436,284
+83,005
+23% +$1.98M 0.07% 201
2024
Q4 		$8.8M Hold
353,279
– – 0.09% 152
2024
Q3 		$8.89M Buy
353,279
+36,758
+12% +$918K 0.11% 131
2024
Q2 		$7.27M Hold
316,521
– – 0.1% 134
2024
Q1 		$7.6M Sell
316,521
-1
-0% -$25 0.11% 125
2023
Q4 		$9.21M Buy
316,522
+36,608
+13% +$852K 0.15% 95
2023
Q3 		$6.09M Buy
+279,914
New +$6.44M 0.12% 113

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

IEQ Capital's PPBI Position: Q3 2025 in Review

IEQ Capital sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 521,722 shares — an estimated $11M sold.

IEQ Capital first reported a position in PPBI in Q3 2023 and held it in 8 quarters. The position peaked at $11M in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • IEQ Capital reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 521,722 Pacific Premier Bancorp shares in Q3 2025, an estimated $11M.
  • IEQ Capital first reported a position in Pacific Premier Bancorp in Q3 2023 and held it in 8 quarters.
  • IEQ Capital's Pacific Premier Bancorp position peaked at $11M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.