Jones Financial Companies
PPBI

Jones Financial Companies’s Pacific Premier Bancorp PPBI Stock Holding History

Jones Financial Companies’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
-16
Closed -$337 – 4341
2025
Q2 		$337 Sell
16
-21
-57% -$437 ﹤0.01% 3861
2025
Q1 		$786 Buy
+37
New +$882 ﹤0.01% 3445

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

Jones Financial Companies's PPBI Position: Q3 2025 in Review

Jones Financial Companies sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 16 shares — an estimated $337 sold.

Jones Financial Companies first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $786 in Q1 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Jones Financial Companies reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 16 Pacific Premier Bancorp shares in Q3 2025, an estimated $337.
  • Jones Financial Companies first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's Pacific Premier Bancorp position peaked at $786 in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.