VT
PPBI

Vise Technologies’s Pacific Premier Bancorp PPBI Stock Holding History

Vise Technologies’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
-12,188
Closed -$257K – 1224
2025
Q2 		$257K Buy
+12,188
New +$253K 0.01% 901

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

Vise Technologies's PPBI Position: Q3 2025 in Review

Vise Technologies sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 12,188 shares — an estimated $257K sold.

Vise Technologies first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $257K in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Vise Technologies reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Vise Technologies sold 12,188 Pacific Premier Bancorp shares in Q3 2025, an estimated $257K.
  • Vise Technologies first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Vise Technologies's Pacific Premier Bancorp position peaked at $257K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Vise Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.