Principal Securities’s Pacific Premier Bancorp PPBI Stock Holding History

Principal Securities’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	-179	Closed	-$3.77K	–	3821
2025 Q2	$3.77K	Buy	179 +29	+19%	+$603	﹤0.01%	2946
2025 Q1	$3.74K	Hold	150	–	–	﹤0.01%	2876
2024 Q4	$3.74K	Buy	150 +55	+58%	+$1.46K	﹤0.01%	2873
2024 Q3	$2.39K	Sell	95 -3	-3%	-$75	﹤0.01%	2899
2024 Q2	$2.25K	Buy	98 +83	+553%	+$1.84K	﹤0.01%	2880
2024 Q1	$360	Sell	15 -1	-6%	-$25	﹤0.01%	3181
2023 Q4	$466	Buy	+16	New	+$372	﹤0.01%	3073

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

Principal Securities's PPBI Position: Q3 2025 in Review

Principal Securities sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 179 shares — an estimated $3.77K sold.

Principal Securities first reported a position in PPBI in Q4 2023 and held it in 7 quarters. The position peaked at $3.77K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Principal Securities reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 179 Pacific Premier Bancorp shares in Q3 2025, an estimated $3.77K.
Principal Securities first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 7 quarters.
Principal Securities's Pacific Premier Bancorp position peaked at $3.77K in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.