WealthTrak Capital Management’s Pacific Premier Bancorp PPBI Stock Holding History

WealthTrak Capital Management’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	-10	Closed	-$211	–	697
2025 Q2	$211	Hold	10	–	–	﹤0.01%	828
2025 Q1	$214	Hold	10	–	–	﹤0.01%	839
2024 Q4	$250	Buy	+10	New	+$265	﹤0.01%	758

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

WealthTrak Capital Management's PPBI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 10 shares — an estimated $211 sold.

WealthTrak Capital Management first reported a position in PPBI in Q4 2024 and held it in 3 quarters. The position peaked at $250 in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

WealthTrak Capital Management reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 10 Pacific Premier Bancorp shares in Q3 2025, an estimated $211.
WealthTrak Capital Management first reported a position in Pacific Premier Bancorp in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's Pacific Premier Bancorp position peaked at $250 in Q4 2024.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.