MNBTD
PPBI

Moody National Bank Trust Division’s Pacific Premier Bancorp PPBI Stock Holding History

Moody National Bank Trust Division’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
-21,281
Closed -$449K – 523
2025
Q2 		$449K Hold
21,281
– – 0.04% 350
2025
Q1 		$454K Hold
21,281
– – 0.05% 354
2024
Q4 		$530K Hold
21,281
– – 0.06% 337
2024
Q3 		$535K Buy
21,281
+2,934
+16% +$73.3K 0.06% 336
2024
Q2 		$421K Hold
18,347
– – 0.03% 336
2024
Q1 		$440K Hold
18,347
– – 0.03% 344
2023
Q4 		$534K Buy
18,347
+1,892
+11% +$44K 0.04% 324
2023
Q3 		$358K Buy
16,455
+1,500
+10% +$34.5K 0.02% 471
2023
Q2 		$309K Sell
14,955
-2,600
-15% -$54.2K 0.02% 500
2023
Q1 		$422K Buy
17,555
+7,600
+76% +$230K 0.04% 420
2022
Q4 		$314K Buy
9,955
+120
+1% +$4.13K 0.03% 475
2022
Q3 		$304K Buy
+9,835
New +$320K 0.03% 460
2019
Q2 		– Sell
-205
Closed -$5K – 810
2019
Q1 		$5K Buy
+205
New +$5.85K ﹤0.01% 942

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

Moody National Bank Trust Division's PPBI Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 21,281 shares — an estimated $449K sold.

Moody National Bank Trust Division first reported a position in PPBI in Q1 2019 and held it in 13 quarters. The position peaked at $535K in Q3 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Moody National Bank Trust Division reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 21,281 Pacific Premier Bancorp shares in Q3 2025, an estimated $449K.
  • Moody National Bank Trust Division first reported a position in Pacific Premier Bancorp in Q1 2019 and held it in 13 quarters.
  • Moody National Bank Trust Division's Pacific Premier Bancorp position peaked at $535K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.