Morgan Stanley
PPBI

Morgan Stanley’s Pacific Premier Bancorp PPBI Stock Holding History

Morgan Stanley’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
-1,011,144
Closed -$21.3M – 8320
2025
Q2 		$21.3M Sell
1,011,144
-290,928
-22% -$6.05M ﹤0.01% 2739
2025
Q1 		$27.8M Sell
1,302,072
-142,561
-10% -$3.4M ﹤0.01% 2354
2024
Q4 		$36M Sell
1,444,633
-236,197
-14% -$6.26M ﹤0.01% 2144
2024
Q3 		$42.3M Buy
1,680,830
+310,807
+23% +$7.76M ﹤0.01% 1990
2024
Q2 		$31.5M Sell
1,370,023
-57,954
-4% -$1.29M ﹤0.01% 2186
2024
Q1 		$34.3M Sell
1,427,977
-1,479,993
-51% -$37.1M ﹤0.01% 2116
2023
Q4 		$84.7M Buy
2,907,970
+1,654,741
+132% +$38.5M ﹤0.01% 1905
2023
Q3 		$27.3M Buy
1,253,229
+68,550
+6% +$1.58M ﹤0.01% 2129
2023
Q2 		$24.5M Buy
1,184,679
+304,575
+35% +$6.35M ﹤0.01% 2268
2023
Q1 		$21.1M Sell
880,104
-34,201
-4% -$1.03M ﹤0.01% 2360
2022
Q4 		$28.9M Buy
914,305
+29,575
+3% +$1.02M ﹤0.01% 1980
2022
Q3 		$27.4M Sell
884,730
-29,878
-3% -$973K ﹤0.01% 1863
2022
Q2 		$26.7M Buy
914,608
+527,022
+136% +$16.9M ﹤0.01% 1969
2022
Q1 		$13.7M Sell
387,586
-22,027
-5% -$855K ﹤0.01% 2530
2021
Q4 		$16.4M Buy
409,613
+34,280
+9% +$1.42M ﹤0.01% 2372
2021
Q3 		$15.6M Buy
375,333
+20,589
+6% +$807K ﹤0.01% 2368
2021
Q2 		$15M Buy
354,744
+91,104
+35% +$4.04M ﹤0.01% 2505
2021
Q1 		$11.5M Sell
263,640
-61,140
-19% -$2.38M ﹤0.01% 2507
2020
Q4 		$10.2M Buy
324,780
+57,070
+21% +$1.58M ﹤0.01% 2492
2020
Q3 		$5.39M Sell
267,710
-119,106
-31% -$2.52M ﹤0.01% 2652
2020
Q2 		$8.39M Buy
386,816
+163,793
+73% +$3.28M ﹤0.01% 2130
2020
Q1 		$4.2M Sell
223,023
-142,845
-39% -$3.8M ﹤0.01% 2622
2019
Q4 		$11.9M Buy
365,868
+145,463
+66% +$4.74M ﹤0.01% 2218
2019
Q3 		$6.87M Buy
220,405
+6,175
+3% +$188K ﹤0.01% 2523
2019
Q2 		$6.62M Buy
214,230
+9,800
+5% +$289K ﹤0.01% 2617
2019
Q1 		$5.42M Buy
204,430
+102,981
+102% +$2.94M ﹤0.01% 2620
2018
Q4 		$2.59M Sell
101,449
-30,169
-23% -$911K ﹤0.01% 3545
2018
Q3 		$4.9M Sell
131,618
-844,506
-87% -$32.3M ﹤0.01% 3200
2018
Q2 		$37.2M Buy
976,124
+856,515
+716% +$34.9M 0.01% 1083
2018
Q1 		$4.81M Buy
119,609
+1,353
+1% +$56.4K ﹤0.01% 3062
2017
Q4 		$4.73M Buy
118,256
+33,485
+40% +$1.32M ﹤0.01% 3164
2017
Q3 		$3.2M Buy
84,771
+46,011
+119% +$1.66M ﹤0.01% 3417
2017
Q2 		$1.43M Sell
38,760
-12,420
-24% -$447K ﹤0.01% 4090
2017
Q1 		$1.97M Sell
51,180
-44,394
-46% -$1.71M ﹤0.01% 3831
2016
Q4 		$3.38M Buy
95,574
+68,172
+249% +$2.05M ﹤0.01% 3402
2016
Q3 		$725K Buy
27,402
+17,799
+185% +$460K ﹤0.01% 4273
2016
Q2 		$230K Sell
9,603
-4,491
-32% -$104K ﹤0.01% 4867
2016
Q1 		$301K Buy
14,094
+12,492
+780% +$255K ﹤0.01% 4740
2015
Q4 		$34K Sell
1,602
-31,236
-95% -$686K ﹤0.01% 5859
2015
Q3 		$667K Sell
32,838
-10,674
-25% -$203K ﹤0.01% 4425
2015
Q2 		$738K Buy
43,512
+14,450
+50% +$233K ﹤0.01% 4427
2015
Q1 		$471K Buy
29,062
+12,733
+78% +$203K ﹤0.01% 4698
2014
Q4 		$283K Buy
16,329
+3,822
+31% +$60.4K ﹤0.01% 5035
2014
Q3 		$176K Buy
12,507
+8,500
+212% +$124K ﹤0.01% 5210
2014
Q2 		$57K Sell
4,007
-7,801
-66% -$114K ﹤0.01% 5726
2014
Q1 		$191K Buy
11,808
+5,435
+85% +$87.6K ﹤0.01% 5142
2013
Q4 		$101K Buy
+6,373
New +$91.1K ﹤0.01% 5343
2013
Q3 		– Sell
-14,216
Closed -$174K – 5371
2013
Q2 		$174K Buy
+14,216
New +$172K ﹤0.01% 4903

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

Morgan Stanley's PPBI Position: Q3 2025 in Review

Morgan Stanley sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 1,011,144 shares — an estimated $21.3M sold.

Morgan Stanley first reported a position in PPBI in Q2 2013 and held it in 48 quarters. The position peaked at $84.7M in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Morgan Stanley reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Morgan Stanley sold 1,011,144 Pacific Premier Bancorp shares in Q3 2025, an estimated $21.3M.
  • Morgan Stanley first reported a position in Pacific Premier Bancorp in Q2 2013 and held it in 48 quarters.
  • Morgan Stanley's Pacific Premier Bancorp position peaked at $84.7M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.