WBI Investments’s Pacific Premier Bancorp PPBI Stock Holding History

WBI Investments’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	-13,336	Closed	-$281K	–	355
2025 Q2	$281K	Buy	+13,336	New	+$277K	0.07%	217
2024 Q1	–	Sell	-15,507	Closed	-$451K	–	231
2023 Q4	$451K	Buy	15,507 +179	+1%	+$4.16K	0.09%	150
2023 Q3	$334K	Buy	15,328 +708	+5%	+$16.3K	0.07%	159
2023 Q2	$302K	Buy	+14,620	New	+$305K	0.05%	169
2022 Q4	–	Sell	-7,764	Closed	-$240K	–	171
2022 Q3	$240K	Buy	+7,764	New	+$253K	0.07%	97
2019 Q4	–	Sell	-7,467	Closed	-$233K	–	243
2019 Q3	$233K	Buy	+7,467	New	+$227K	0.02%	203

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

WBI Investments's PPBI Position: Q3 2025 in Review

WBI Investments sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 13,336 shares — an estimated $281K sold.

WBI Investments first reported a position in PPBI in Q3 2019 and held it in 6 quarters. The position peaked at $451K in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

WBI Investments reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
WBI Investments sold 13,336 Pacific Premier Bancorp shares in Q3 2025, an estimated $281K.
WBI Investments first reported a position in Pacific Premier Bancorp in Q3 2019 and held it in 6 quarters.
WBI Investments's Pacific Premier Bancorp position peaked at $451K in Q4 2023.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.