UMB Bank’s Pacific Premier Bancorp PPBI Stock Holding History

UMB Bank’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	-230	Closed	-$4.85K	–	2184
2025 Q2	$4.85K	Sell	230 -81	-26%	-$1.68K	﹤0.01%	1831
2025 Q1	$6.63K	Buy	311 +82	+36%	+$1.95K	﹤0.01%	1678
2024 Q4	$5.71K	Hold	229	–	–	﹤0.01%	1665
2024 Q3	$5.76K	Buy	229 +179	+358%	+$4.47K	﹤0.01%	1678
2024 Q2	$1.15K	Buy	50 +2	+4%	+$44	﹤0.01%	1942
2024 Q1	$1.15K	Buy	+48	New	+$1.2K	﹤0.01%	1722

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

UMB Bank's PPBI Position: Q3 2025 in Review

UMB Bank sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 230 shares — an estimated $4.85K sold.

UMB Bank first reported a position in PPBI in Q1 2024 and held it in 6 quarters. The position peaked at $6.63K in Q1 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

UMB Bank reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
UMB Bank sold 230 Pacific Premier Bancorp shares in Q3 2025, an estimated $4.85K.
UMB Bank first reported a position in Pacific Premier Bancorp in Q1 2024 and held it in 6 quarters.
UMB Bank's Pacific Premier Bancorp position peaked at $6.63K in Q1 2025.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.