JWA
PPBI

JFS Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

JFS Wealth 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
-12
Closed -$254 – 1933
2025
Q2 		$254 Sell
12
-62
-84% -$1.29K ﹤0.01% 1769
2025
Q1 		$1.58K Buy
74
+9
+14% +$214 ﹤0.01% 1545
2024
Q4 		$1.62K Buy
65
+13
+25% +$345 ﹤0.01% 1551
2024
Q3 		$1.31K Hold
52
– – ﹤0.01% 1636
2024
Q2 		$1.2K Hold
52
– – ﹤0.01% 1627
2024
Q1 		$1.25K Buy
52
+15
+41% +$376 ﹤0.01% 1599
2023
Q4 		$1.08K Sell
37
-35
-49% -$814 ﹤0.01% 1641
2023
Q3 		$1.57K Buy
72
+21
+41% +$483 ﹤0.01% 1455
2023
Q2 		$1.05K Buy
51
+47
+1,175% +$980 ﹤0.01% 1587
2023
Q1 		$97 Sell
4
-74
-95% -$2.24K ﹤0.01% 1890
2022
Q4 		$2.46K Buy
78
+5
+7% +$172 ﹤0.01% 1292
2022
Q3 		$2K Buy
73
+60
+462% +$1.95K ﹤0.01% 1375
2022
Q2 		$0 Sell
13
-29
-69% -$927 ﹤0.01% 1893
2022
Q1 		$1K Buy
42
+17
+68% +$660 ﹤0.01% 1707
2021
Q4 		$1K Buy
+25
New +$1.04K ﹤0.01% 1516

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

JFS Wealth Advisors's PPBI Position: Q3 2025 in Review

JFS Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 12 shares — an estimated $254 sold.

JFS Wealth Advisors first reported a position in PPBI in Q4 2021 and held it in 15 quarters. The position peaked at $2.46K in Q4 2022. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 12 Pacific Premier Bancorp shares in Q3 2025, an estimated $254.
  • JFS Wealth Advisors first reported a position in Pacific Premier Bancorp in Q4 2021 and held it in 15 quarters.
  • JFS Wealth Advisors's Pacific Premier Bancorp position peaked at $2.46K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.