WCMNY
PPBI

Westchester Capital Management (New York)’s Pacific Premier Bancorp PPBI Stock Holding History

Westchester Capital Management (New York)’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
-274,105
Closed -$5.78M – 276
2025
Q2 		$5.78M Buy
+274,105
New +$5.7M 0.3% 62

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

Westchester Capital Management (New York)'s PPBI Position: Q3 2025 in Review

Westchester Capital Management (New York) sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 274,105 shares — an estimated $5.78M sold.

Westchester Capital Management (New York) first reported a position in PPBI in Q2 2025 and held it in 1 quarter. The position peaked at $5.78M in Q2 2025. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • Westchester Capital Management (New York) reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 274,105 Pacific Premier Bancorp shares in Q3 2025, an estimated $5.78M.
  • Westchester Capital Management (New York) first reported a position in Pacific Premier Bancorp in Q2 2025 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Pacific Premier Bancorp position peaked at $5.78M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.