MAI Capital Management’s Pacific Premier Bancorp PPBI Stock Holding History

MAI Capital 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	-24	Closed	-$507	–	4062
2025 Q2	$507	Buy	+24	New	+$499	﹤0.01%	3758

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

MAI Capital Management's PPBI Position: Q3 2025 in Review

MAI Capital Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 24 shares — an estimated $507 sold.

MAI Capital Management first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $507 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

MAI Capital Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
MAI Capital Management sold 24 Pacific Premier Bancorp shares in Q3 2025, an estimated $507.
MAI Capital Management first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
MAI Capital Management's Pacific Premier Bancorp position peaked at $507 in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.