NYLIM
PPBI

New York Life Investment Management’s Pacific Premier Bancorp PPBI Stock Holding History

New York Life Investment 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
-213,570
Closed -$4.5M – 828
2025
Q2 		$4.5M Buy
+213,570
New +$4.44M 0.04% 348

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

New York Life Investment Management's PPBI Position: Q3 2025 in Review

New York Life Investment Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 213,570 shares — an estimated $4.5M sold.

New York Life Investment Management first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $4.5M in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • New York Life Investment Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • New York Life Investment Management sold 213,570 Pacific Premier Bancorp shares in Q3 2025, an estimated $4.5M.
  • New York Life Investment Management first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • New York Life Investment Management's Pacific Premier Bancorp position peaked at $4.5M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on New York Life Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.