Whittier Trust’s Pacific Premier Bancorp PPBI Stock Holding History

Whittier Trust’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	-63	Closed	-$1.33K	–	1556
2025 Q2	$1.33K	Hold	63	–	–	﹤0.01%	1437
2025 Q1	$1.34K	Hold	63	–	–	﹤0.01%	1424
2024 Q4	$1.57K	Hold	63	–	–	﹤0.01%	1468
2024 Q3	$1.58K	Hold	63	–	–	﹤0.01%	1469
2024 Q2	$1.45K	Buy	+63	New	+$1.4K	﹤0.01%	1451
2022 Q2	–	Sell	-45	Closed	-$2K	–	1748
2022 Q1	$2K	Buy	+45	New	+$1.75K	﹤0.01%	1601

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

Whittier Trust's PPBI Position: Q3 2025 in Review

Whittier Trust sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 63 shares — an estimated $1.33K sold.

Whittier Trust first reported a position in PPBI in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

Whittier Trust reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 63 Pacific Premier Bancorp shares in Q3 2025, an estimated $1.33K.
Whittier Trust first reported a position in Pacific Premier Bancorp in Q1 2022 and held it in 6 quarters.
Whittier Trust's Pacific Premier Bancorp position peaked at $2K in Q1 2022.
3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.