Massachusetts Financial Services
PPBI

Massachusetts Financial Services’s Pacific Premier Bancorp PPBI Stock Holding History

Massachusetts Financial Services’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
-2,964,315
Closed -$62.5M – 903
2025
Q2 		$62.5M Buy
2,964,315
+181,436
+7% +$3.77M 0.02% 441
2025
Q1 		$59.3M Sell
2,782,879
-60,106
-2% -$1.43M 0.02% 441
2024
Q4 		$70.8M Buy
2,842,985
+74,644
+3% +$1.98M 0.02% 425
2024
Q3 		$69.7M Buy
2,768,341
+321,716
+13% +$8.03M 0.02% 434
2024
Q2 		$56.2M Sell
2,446,625
-58,828
-2% -$1.31M 0.02% 438
2024
Q1 		$60.1M Buy
2,505,453
+18,997
+0.8% +$476K 0.02% 440
2023
Q4 		$72.4M Buy
2,486,456
+207,901
+9% +$4.84M 0.02% 405
2023
Q3 		$49.6M Buy
2,278,555
+269,119
+13% +$6.19M 0.02% 442
2023
Q2 		$41.6M Buy
2,009,436
+169,194
+9% +$3.53M 0.01% 468
2023
Q1 		$44.2M Sell
1,840,242
-140,993
-7% -$4.27M 0.02% 455
2022
Q4 		$62.5M Buy
1,981,235
+794,560
+67% +$27.3M 0.02% 405
2022
Q3 		$36.7M Buy
+1,186,675
New +$38.7M 0.01% 494

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Massachusetts Financial Services's PPBI Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 2,964,315 shares — an estimated $62.5M sold.

Massachusetts Financial Services first reported a position in PPBI in Q3 2022 and held it in 12 quarters. The position peaked at $72.4M in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 2,964,315 Pacific Premier Bancorp shares in Q3 2025, an estimated $62.5M.
  • Massachusetts Financial Services first reported a position in Pacific Premier Bancorp in Q3 2022 and held it in 12 quarters.
  • Massachusetts Financial Services's Pacific Premier Bancorp position peaked at $72.4M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.