Physician Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Physician Wealth 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	-202	Closed	-$4.26K	–	2016
2025 Q2	$4.26K	Buy	+202	New	+$4.2K	﹤0.01%	837

Other funds holding PPBI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Physician Wealth Advisors's PPBI Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 202 shares — an estimated $4.26K sold.

Physician Wealth Advisors first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $4.26K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Physician Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 202 Pacific Premier Bancorp shares in Q3 2025, an estimated $4.26K.
Physician Wealth Advisors first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
Physician Wealth Advisors's Pacific Premier Bancorp position peaked at $4.26K in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.