PFC
PPBI

Phocas Financial Corp’s Pacific Premier Bancorp PPBI Stock Holding History

Phocas Financial Corp’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
-261,915
Closed -$5.52M – 155
2025
Q2 		$5.52M Buy
261,915
+38
+0% +$790 0.79% 58
2025
Q1 		$5.58M Sell
261,877
-15,019
-5% -$358K 0.86% 56
2024
Q4 		$6.9M Sell
276,896
-2,547
-0.9% -$67.5K 0.92% 50
2024
Q3 		$7.03K Buy
279,443
+110,885
+66% +$2.77M 0.03% 67
2024
Q2 		$3.87K Sell
168,558
-3,190
-2% -$70.8K 0.02% 106
2024
Q1 		$4.12K Sell
171,748
-4,694
-3% -$118K 0.02% 110
2023
Q4 		$5.14M Buy
176,442
+3,142
+2% +$73.1K 0.68% 73
2023
Q3 		$3.77M Sell
173,300
-164
-0.1% -$3.77K 0.55% 81
2023
Q2 		$3.59M Sell
173,464
-673
-0.4% -$14K 0.49% 85
2023
Q1 		$4.18M Buy
174,137
+78,500
+82% +$2.38M 0.6% 74
2022
Q4 		$3.02M Sell
95,637
-98
-0.1% -$3.37K 0.43% 95
2022
Q3 		$2.96M Buy
+95,735
New +$3.12M 0.46% 93
2021
Q4 		– Sell
-80,487
Closed -$3.33M – 204
2021
Q3 		$3.33M Buy
80,487
+600
+0.8% +$23.5K 0.42% 95
2021
Q2 		$3.38M Sell
79,887
-3,619
-4% -$161K 0.43% 99
2021
Q1 		$3.63M Sell
83,506
-175,112
-68% -$6.83M 0.48% 93
2020
Q4 		$8.1M Sell
258,618
-130,831
-34% -$3.63M 1.24% 16
2020
Q3 		$7.84M Buy
389,449
+74,179
+24% +$1.57M 1.35% 9
2020
Q2 		$6.83M Buy
315,270
+67,833
+27% +$1.36M 1.21% 14
2020
Q1 		$4.66M Buy
247,437
+27,840
+13% +$741K 0.94% 39
2019
Q4 		$7.16M Sell
219,597
-55,429
-20% -$1.81M 0.86% 44
2019
Q3 		$8.58M Sell
275,026
-509
-0.2% -$15.5K 0.91% 38
2019
Q2 		$8.51M Sell
275,535
-29,340
-10% -$865K 0.91% 43
2019
Q1 		$8.09M Sell
304,875
-2,988
-1% -$85.2K 0.81% 55
2018
Q4 		$7.86M Buy
+307,863
New +$9.3M 0.88% 48
2018
Q3 		– Sell
-261,367
Closed -$9.97M – 218
2018
Q2 		$9.97M Sell
261,367
-5,376
-2% -$219K 0.86% 50
2018
Q1 		$10.7M Sell
266,743
-14,944
-5% -$623K 0.97% 35
2017
Q4 		$11.3M Sell
281,687
-224,740
-44% -$8.84M 0.94% 38
2017
Q3 		$19K Buy
506,427
+11,069
+2% +$398K 1.59% 4
2017
Q2 		$18.3M Buy
495,358
+376,711
+318% +$13.6M 1.65% 5
2017
Q1 		$4.57M Sell
118,647
-314,782
-73% -$12.1M 0.42% 103
2016
Q4 		$15.3M Sell
433,429
-471
-0.1% -$14.2K 1.01% 19
2016
Q3 		$11.5M Buy
433,900
+26,491
+7% +$685K 0.8% 30
2016
Q2 		$9.78M Buy
407,409
+24,685
+6% +$573K 0.71% 38
2016
Q1 		$8.18M Sell
382,724
-15,840
-4% -$323K 0.63% 48
2015
Q4 		$8.47M Buy
398,564
+188,685
+90% +$4.15M 0.66% 49
2015
Q3 		$4.26M Buy
+209,879
New +$3.99M 0.36% 136

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Phocas Financial Corp's PPBI Position: Q3 2025 in Review

Phocas Financial Corp sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 261,915 shares — an estimated $5.52M sold.

Phocas Financial Corp first reported a position in PPBI in Q3 2015 and held it in 36 quarters. The position peaked at $18.3M in Q2 2017. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Phocas Financial Corp reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 261,915 Pacific Premier Bancorp shares in Q3 2025, an estimated $5.52M.
  • Phocas Financial Corp first reported a position in Pacific Premier Bancorp in Q3 2015 and held it in 36 quarters.
  • Phocas Financial Corp's Pacific Premier Bancorp position peaked at $18.3M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Phocas Financial Corp's 13F filing for Q3 2025, filed 12 Nov 2025.