KIM
PPBI

Kestra Investment Management’s Pacific Premier Bancorp PPBI Stock Holding History

Kestra Investment 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
-11,610
Closed -$246K – 859
2025
Q2 		$246K Buy
11,610
+7,620
+191% +$158K ﹤0.01% 455
2025
Q1 		$85.1K Sell
3,990
-4,853
-55% -$116K ﹤0.01% 434
2024
Q4 		$220K Buy
+8,843
New +$234K 0.01% 339

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

Kestra Investment Management's PPBI Position: Q3 2025 in Review

Kestra Investment Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 11,610 shares — an estimated $246K sold.

Kestra Investment Management first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Kestra Investment Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 11,610 Pacific Premier Bancorp shares in Q3 2025, an estimated $246K.
  • Kestra Investment Management first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Pacific Premier Bancorp position peaked at $246K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.