LPL Financial’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-36,983
| Closed | -$780K | – | 5950 |
|
|
2025
Q2 | $780K | Buy |
36,983
+13,369
| +57% | +$278K | ﹤0.01% | 3976 |
|
|
2025
Q1 | $503K | Buy |
23,614
+764
| +3% | +$18.2K | ﹤0.01% | 4169 |
|
|
2024
Q4 | $569K | Buy |
22,850
+1,194
| +6% | +$31.6K | ﹤0.01% | 3986 |
|
|
2024
Q3 | $545K | Buy |
21,656
+8,024
| +59% | +$200K | ﹤0.01% | 3919 |
|
|
2024
Q2 | $313K | Buy |
+13,632
| New | +$302K | ﹤0.01% | 4234 |
|
|
2024
Q1 | – | Sell |
-7,206
| Closed | -$210K | – | 5003 |
|
|
2023
Q4 | $210K | Buy |
+7,206
| New | +$168K | ﹤0.01% | 4358 |
|
|
2022
Q3 | – | Sell |
-7,563
| Closed | -$221K | – | 4490 |
|
|
2022
Q2 | $221K | Buy |
7,563
+55
| +0.7% | +$1.76K | ﹤0.01% | 3871 |
|
|
2022
Q1 | $265K | Buy |
7,508
+958
| +15% | +$37.2K | ﹤0.01% | 3664 |
|
|
2021
Q4 | $262K | Buy |
6,550
+63
| +1% | +$2.61K | ﹤0.01% | 3784 |
|
|
2021
Q3 | $269K | Buy |
6,487
+382
| +6% | +$15K | ﹤0.01% | 3741 |
|
|
2021
Q2 | $258K | Buy |
6,105
+74
| +1% | +$3.29K | ﹤0.01% | 3706 |
|
|
2021
Q1 | $262K | Sell |
6,031
-433
| -7% | -$16.9K | ﹤0.01% | 3576 |
|
|
2020
Q4 | $203K | Buy |
+6,464
| New | +$179K | ﹤0.01% | 3516 |
|
|
2018
Q2 | – | Sell |
-9,703
| Closed | -$390K | – | 3267 |
|
|
2018
Q1 | $390K | Sell |
9,703
-184
| -2% | -$7.67K | ﹤0.01% | 2370 |
|
|
2017
Q4 | $395K | Buy |
+9,887
| New | +$389K | ﹤0.01% | 2255 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$204K | – | 3185 |
|
|
2015
Q4 | $204K | Buy |
+10,000
| New | +$220K | ﹤0.01% | 2807 |
|
Other funds holding PPBI
LPL Financial's PPBI Position: Q3 2025 in Review
LPL Financial sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 36,983 shares — an estimated $780K sold.
LPL Financial first reported a position in PPBI in Q4 2015 and held it in 16 quarters. The position peaked at $780K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.
- LPL Financial reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 36,983 Pacific Premier Bancorp shares in Q3 2025, an estimated $780K.
- LPL Financial first reported a position in Pacific Premier Bancorp in Q4 2015 and held it in 16 quarters.
- LPL Financial's Pacific Premier Bancorp position peaked at $780K in Q2 2025.
- 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.