RWM
PPBI

Rialto Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Rialto Wealth Management’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
-4
Closed -$85 – 1770
2025
Q2 		$85 Buy
+4
New +$83 ﹤0.01% 1558

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

Rialto Wealth Management's PPBI Position: Q3 2025 in Review

Rialto Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 4 shares — an estimated $85 sold.

Rialto Wealth Management first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $85 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Rialto Wealth Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 4 Pacific Premier Bancorp shares in Q3 2025, an estimated $85.
  • Rialto Wealth Management first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Pacific Premier Bancorp position peaked at $85 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Rialto Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.