Rothschild Investment LLC’s Pacific Premier Bancorp PPBI Stock Holding History

Rothschild Investment LLC’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	-190	Closed	-$4.01K	–	3223
2025 Q2	$4.01K	Buy	190 +90	+90%	+$1.87K	﹤0.01%	1617
2025 Q1	$2.13K	Hold	100	–	–	﹤0.01%	1858
2024 Q4	$2.49K	Sell	100 -5	-5%	-$133	﹤0.01%	1668
2024 Q3	$2.64K	Buy	105 +90	+600%	+$2.25K	﹤0.01%	1581
2024 Q2	$345	Buy	15 +5	+50%	+$111	﹤0.01%	2224
2024 Q1	$240	Buy	+10	New	+$250	﹤0.01%	1670

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

Rothschild Investment LLC's PPBI Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 190 shares — an estimated $4.01K sold.

Rothschild Investment LLC first reported a position in PPBI in Q1 2024 and held it in 6 quarters. The position peaked at $4.01K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Rothschild Investment LLC reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Rothschild Investment LLC sold 190 Pacific Premier Bancorp shares in Q3 2025, an estimated $4.01K.
Rothschild Investment LLC first reported a position in Pacific Premier Bancorp in Q1 2024 and held it in 6 quarters.
Rothschild Investment LLC's Pacific Premier Bancorp position peaked at $4.01K in Q2 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.