SS
PPBI

SBI Securities’s Pacific Premier Bancorp PPBI Stock Holding History

SBI Securities’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
-6
Closed -$127 – 4283
2025
Q2 		$127 Buy
6
+3
+100% +$62 ﹤0.01% 3461
2025
Q1 		$64 Hold
3
– – ﹤0.01% 3582
2024
Q4 		$75 Buy
+3
New +$80 ﹤0.01% 3541

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

SBI Securities's PPBI Position: Q3 2025 in Review

SBI Securities sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 6 shares — an estimated $127 sold.

SBI Securities first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $127 in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • SBI Securities reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • SBI Securities sold 6 Pacific Premier Bancorp shares in Q3 2025, an estimated $127.
  • SBI Securities first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
  • SBI Securities's Pacific Premier Bancorp position peaked at $127 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.