Ray Dalio
PPBI

Ray Dalio’s Pacific Premier Bancorp PPBI Stock Holding History

Ray Dalio’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
-131,849
Closed -$2.78M – 1056
2025
Q2 		$2.78M Buy
+131,849
New +$2.74M 0.01% 388

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

Ray Dalio's PPBI Position: Q3 2025 in Review

Ray Dalio sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 131,849 shares — an estimated $2.78M sold.

Ray Dalio first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $2.78M in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Ray Dalio reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Ray Dalio sold 131,849 Pacific Premier Bancorp shares in Q3 2025, an estimated $2.78M.
  • Ray Dalio first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Ray Dalio's Pacific Premier Bancorp position peaked at $2.78M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Bridgewater Associates's 13F filing for Q3 2025, filed 13 Nov 2025.