Summit Trail Advisors, LLC

SEC CIK: 0001698478
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PPBI holding history

Pacific Premier Bancorp Inc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PPBI overview All 13F holders of PPBI Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of PPBI by Summit Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−15,969−100.0%	Sold out	Holders
Q2 2025	15,969	$336.8K	<0.1%	+399+2.6%	Added	Holders
Q1 2025	15,570	$332.0K	<0.1%	+199+1.3%	Added	Holders
Q4 2024	15,371	$383.1K	<0.1%	+15,371	New	Holders