Mercer Global Advisors
PPBI

Mercer Global Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Mercer Global Advisors’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
-31,080
Closed -$655K – 2717
2025
Q2 		$655K Buy
31,080
+7,373
+31% +$153K ﹤0.01% 1422
2025
Q1 		$505K Buy
23,707
+1,581
+7% +$37.7K ﹤0.01% 1467
2024
Q4 		$551K Buy
+22,126
New +$586K ﹤0.01% 1399

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

Mercer Global Advisors's PPBI Position: Q3 2025 in Review

Mercer Global Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 31,080 shares — an estimated $655K sold.

Mercer Global Advisors first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $655K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Mercer Global Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 31,080 Pacific Premier Bancorp shares in Q3 2025, an estimated $655K.
  • Mercer Global Advisors first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
  • Mercer Global Advisors's Pacific Premier Bancorp position peaked at $655K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.