TPWA
PPBI

Twin Peaks Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Twin Peaks Wealth Advisors’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
-605
Closed -$13.8K – 1589
2025
Q2 		$13.8K Buy
+605
New +$12.6K ﹤0.01% 769

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

Twin Peaks Wealth Advisors's PPBI Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 605 shares — an estimated $13.8K sold.

Twin Peaks Wealth Advisors first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $13.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 605 Pacific Premier Bancorp shares in Q3 2025, an estimated $13.8K.
  • Twin Peaks Wealth Advisors first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Pacific Premier Bancorp position peaked at $13.8K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.