Larson Financial Group’s Pacific Premier Bancorp PPBI Stock Holding History

Larson Financial Group’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	-46	Closed	-$970	–	3595
2025 Q2	$970	Buy	46 +37	+411%	+$769	﹤0.01%	2662
2025 Q1	$192	Hold	9	–	–	﹤0.01%	2804
2024 Q4	$224	Hold	9	–	–	﹤0.01%	2411
2024 Q3	$226	Hold	9	–	–	﹤0.01%	2335
2024 Q2	$207	Buy	+9	New	+$200	﹤0.01%	2058

Other funds holding PPBI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Larson Financial Group's PPBI Position: Q3 2025 in Review

Larson Financial Group sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 46 shares — an estimated $970 sold.

Larson Financial Group first reported a position in PPBI in Q2 2024 and held it in 5 quarters. The position peaked at $970 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Larson Financial Group reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 46 Pacific Premier Bancorp shares in Q3 2025, an estimated $970.
Larson Financial Group first reported a position in Pacific Premier Bancorp in Q2 2024 and held it in 5 quarters.
Larson Financial Group's Pacific Premier Bancorp position peaked at $970 in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.