Raymond James Financial
PPBI

Raymond James Financial’s Pacific Premier Bancorp PPBI Stock Holding History

Raymond James Financial’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
-120,163
Closed -$2.53M – 6285
2025
Q2 		$2.53M Sell
120,163
-210,211
-64% -$4.37M ﹤0.01% 2885
2025
Q1 		$7.04M Sell
330,374
-19,511
-6% -$465K ﹤0.01% 2072
2024
Q4 		$8.72M Buy
+349,885
New +$9.27M ﹤0.01% 1940

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

Raymond James Financial's PPBI Position: Q3 2025 in Review

Raymond James Financial sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 120,163 shares — an estimated $2.53M sold.

Raymond James Financial first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $8.72M in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Raymond James Financial reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 120,163 Pacific Premier Bancorp shares in Q3 2025, an estimated $2.53M.
  • Raymond James Financial first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Pacific Premier Bancorp position peaked at $8.72M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.