TWP
PPBI

Tempus Wealth Planning’s Pacific Premier Bancorp PPBI Stock Holding History

Tempus Wealth Planning’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
-20,000
Closed -$422K – 285
2025
Q2 		$422K Buy
+20,000
New +$416K 0.11% 178

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Tempus Wealth Planning's PPBI Position: Q3 2025 in Review

Tempus Wealth Planning sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 20,000 shares — an estimated $422K sold.

Tempus Wealth Planning first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $422K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Tempus Wealth Planning reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 20,000 Pacific Premier Bancorp shares in Q3 2025, an estimated $422K.
  • Tempus Wealth Planning first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Tempus Wealth Planning's Pacific Premier Bancorp position peaked at $422K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Tempus Wealth Planning's 13F filing for Q3 2025, filed 6 Nov 2025.