Private Wealth Management Group’s Pacific Premier Bancorp PPBI Stock Holding History

Private Wealth Management Group’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	-38	Closed	-$802	–	1526
2025 Q2	$802	Sell	38 -38	-50%	-$790	﹤0.01%	1325
2025 Q1	$1.62K	Hold	76	–	–	﹤0.01%	1122
2024 Q4	$1.89K	Hold	76	–	–	﹤0.01%	1103
2024 Q3	$1.91K	Hold	76	–	–	﹤0.01%	1080
2024 Q2	$1.75K	Sell	76 -70	-48%	-$1.55K	﹤0.01%	1100
2024 Q1	$3.5K	Sell	146 -63	-30%	-$1.58K	﹤0.01%	754
2023 Q4	$6.08K	Buy	+209	New	+$4.86K	﹤0.01%	563

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

Private Wealth Management Group's PPBI Position: Q3 2025 in Review

Private Wealth Management Group sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 38 shares — an estimated $802 sold.

Private Wealth Management Group first reported a position in PPBI in Q4 2023 and held it in 7 quarters. The position peaked at $6.08K in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Private Wealth Management Group reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 38 Pacific Premier Bancorp shares in Q3 2025, an estimated $802.
Private Wealth Management Group first reported a position in Pacific Premier Bancorp in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's Pacific Premier Bancorp position peaked at $6.08K in Q4 2023.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.