RA
PPBI

Rise Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Rise Advisors’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
-44
Closed -$928 – 1589
2025
Q2 		$928 Buy
44
+2
+5% +$42 ﹤0.01% 1297
2025
Q1 		$895 Buy
+42
New +$1K ﹤0.01% 1295

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

Rise Advisors's PPBI Position: Q3 2025 in Review

Rise Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 44 shares — an estimated $928 sold.

Rise Advisors first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $928 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Rise Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 44 Pacific Premier Bancorp shares in Q3 2025, an estimated $928.
  • Rise Advisors first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
  • Rise Advisors's Pacific Premier Bancorp position peaked at $928 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.