TWD
PPBI

True Wealth Design’s Pacific Premier Bancorp PPBI Stock Holding History

True Wealth Design’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
-816
Closed -$17.2K – 2844
2025
Q2 		$17.2K Buy
816
+394
+93% +$8.19K 0.01% 421
2025
Q1 		$9K Buy
+422
New +$10.1K ﹤0.01% 505

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

True Wealth Design's PPBI Position: Q3 2025 in Review

True Wealth Design sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 816 shares — an estimated $17.2K sold.

True Wealth Design first reported a position in PPBI in Q1 2025 and held it in 2 quarters. The position peaked at $17.2K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • True Wealth Design reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 816 Pacific Premier Bancorp shares in Q3 2025, an estimated $17.2K.
  • True Wealth Design first reported a position in Pacific Premier Bancorp in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Pacific Premier Bancorp position peaked at $17.2K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.