Retirement Wealth Solutions’s Pacific Premier Bancorp PPBI Stock Holding History

Retirement Wealth Solutions’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	–	851
2025 Q2	$4.26K	Hold	202	–	–	﹤0.01%	320
2025 Q1	$4.31K	Hold	202	–	–	﹤0.01%	297
2024 Q4	$4.64K	Buy	+202	New	+$5.35K	﹤0.01%	298

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

Retirement Wealth Solutions's PPBI Position: Q3 2025 in Review

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

Retirement Wealth Solutions first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $4.64K in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Retirement Wealth Solutions reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Retirement Wealth Solutions sold 202 Pacific Premier Bancorp shares in Q3 2025, an estimated $4.26K.
Retirement Wealth Solutions first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
Retirement Wealth Solutions's Pacific Premier Bancorp position peaked at $4.64K in Q4 2024.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.