Smartleaf Asset Management’s Pacific Premier Bancorp PPBI Stock Holding History

Smartleaf Asset 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	-1,501	Closed	-$31.6K	–	3058
2025 Q2	$31.6K	Sell	1,501 -360	-19%	-$7.48K	﹤0.01%	1357
2025 Q1	$39.5K	Sell	1,861 -1,162	-38%	-$27.7K	﹤0.01%	1272
2024 Q4	$74.8K	Buy	3,023 +1,853	+158%	+$49.1K	0.01%	979
2024 Q3	$29.1K	Buy	1,170 +199	+20%	+$4.97K	﹤0.01%	1135
2024 Q2	$21.7K	Buy	971 +775	+395%	+$17.2K	﹤0.01%	1003
2024 Q1	$4.71K	Buy	+196	New	+$4.91K	﹤0.01%	1235

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

Smartleaf Asset Management's PPBI Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 1,501 shares — an estimated $31.6K sold.

Smartleaf Asset Management first reported a position in PPBI in Q1 2024 and held it in 6 quarters. The position peaked at $74.8K in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Smartleaf Asset Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Smartleaf Asset Management sold 1,501 Pacific Premier Bancorp shares in Q3 2025, an estimated $31.6K.
Smartleaf Asset Management first reported a position in Pacific Premier Bancorp in Q1 2024 and held it in 6 quarters.
Smartleaf Asset Management's Pacific Premier Bancorp position peaked at $74.8K in Q4 2024.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.