Pacific Premier Bancorp Inc
PPBIDelisted Sep 2, 2025- Industry
- State Commercial Banks
- SEC CIK
- 0001028918
Pacific Premier Bancorp Inc was delisted on Sep 2, 2025; its insiders filed their last Form 4 on Sep 3, 2025; 274 institutions reported holding it in 13F filings for Q2 2025, worth $1.92B in total; no superinvestor held it.
13F holders, Q2 2025
Institutional positions in Pacific Premier Bancorp Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
PPBI is no longer listed, so this page shows Q2 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 274
- −10 vs. Q1 2025
- Shares held
- 90.8M
- +441.7K (+0.5%) vs. Q1 2025
- Total value
- $1.92B
- −$10.7M (−0.6%) vs. Q1 2025
- New holders
- 44
- 105 more added
- Sold out
- 54
- 96 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PPBI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 1 | $21.3K |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 3 | $36.5K |
| Q2 2025 | 274 | $1.92B |
| Q1 2025 | 287 | $1.93B |
| Q4 2024 | 263 | $2.28B |
| Q3 2024 | 266 | $2.28B |
| Q2 2024 | 255 | $2.08B |
| Q1 2024 | 255 | $2.16B |
| Q4 2023 | 243 | $2.60B |
| Q3 2023 | 238 | $1.93B |
| Q2 2023 | 224 | $1.84B |
| Q1 2023 | 231 | $2.13B |
| Q4 2022 | 233 | $2.85B |
| Q3 2022 | 225 | $2.80B |
| Q2 2022 | 231 | $2.58B |
| Q1 2022 | 230 | $3.11B |
| Q4 2021 | 239 | $3.49B |
| Q3 2021 | 233 | $3.63B |
| Q2 2021 | 232 | $3.70B |
| Q1 2021 | 216 | $3.81B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Pacific Premier Bancorp Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | −8−36.4% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $63 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $85 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 6 | $127 | 0.00% | +3+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $168 | 0.00% | +6+300.0% | Added |
| WealthTrak Capital Management LLC | 10 | $211 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $211 | 0.00% | +4+66.7% | Added |
| JFS Wealth Advisors, LLC | 12 | $254 | 0.00% | −62−83.8% | Reduced |
| SJS Investment Consulting Inc. | 14 | $296 | 0.00% | +1+7.7% | Added |
| Jones Financial Companies LLLP | 16 | $337 | 0.00% | −21−56.8% | Reduced |
| Tradewinds Capital Management, LLC | 17 | $359 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $401 | 0.00% | −4−17.4% | Reduced |
| MAI Capital Management | 24 | $507 | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 27 | $581 | 0.00% | +4+17.4% | Added |
| Private Wealth Management Group, LLC | 38 | $802 | 0.00% | −38−50.0% | Reduced |
| WPG Advisers, LLC | 44 | $928 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 44 | $928 | 0.00% | +2+4.8% | Added |
| Larson Financial Group LLC | 46 | $970 | 0.00% | +37+411.1% | Added |
| Avion Wealth | 74 | $1.00K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 54 | $1.14K | 0.00% | −20−27.0% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $1.16K | 0.00% | −13−19.1% | Reduced |
| Atlantic Trust, LLC | 55 | $1.16K | 0.00% | +55 | New |
| Whittier Trust Co | 63 | $1.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 63 | $1.33K | 0.00% | +63 | New |
| Hemington Wealth Management | 134 | $2.00K | 0.00% | −21−13.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $2.40K | 0.00% | +74+185.0% | Added |
| Kilter Group LLC | 135 | $2.85K | 0.00% | +135 | New |
| Global Retirement Partners, LLC | 140 | $2.95K | 0.00% | +140 | New |
| Principal Securities, Inc. | 179 | $3.77K | 0.00% | +29+19.3% | Added |
| Bare Financial Services, Inc | 184 | $3.88K | 0.00% | +124+206.7% | Added |
| Rothschild Investment LLC | 190 | $4.01K | 0.00% | +90+90.0% | Added |
| UMA Financial Services, Inc. | 202 | $4.26K | 0.00% | +202 | New |
| Retirement Wealth Solutions LLC | 202 | $4.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 210 | $4.43K | 0.00% | −187−47.1% | Reduced |
| Umb Bank N A | 230 | $4.85K | 0.00% | −81−26.0% | Reduced |
| Farther Finance Advisors, LLC | 241 | $5.08K | 0.00% | −241−50.0% | Reduced |
| Parallel Advisors, LLC | 246 | $5.19K | 0.00% | +15+6.5% | Added |
| Fortitude Family Office, LLC | 279 | $5.88K | 0.00% | +279 | New |
| Massmutual Trust Co FSB | 283 | $5.97K | 0.00% | −37−11.6% | Reduced |
| First Horizon Advisors, Inc. | 290 | $6.12K | 0.00% | −151−34.2% | Reduced |
| SRS Capital Advisors, Inc. | 293 | $6.18K | 0.00% | +7+2.4% | Added |
| GHP Investment Advisors, Inc. | 376 | $7.93K | 0.00% | +376 | New |
| Allworth Financial LP | 379 | $7.99K | 0.00% | +379 | New |
| Central Trust Co | 383 | $8.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 393 | $8.29K | 0.01% | −1,208−75.5% | Reduced |
| Fifth Third Bancorp | 395 | $8.33K | 0.00% | −24−5.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 401 | $8.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 426 | $8.99K | 0.00% | +305+252.1% | Added |
| Versant Capital Management, Inc | 474 | $10.0K | 0.00% | −1,119−70.2% | Reduced |
| Harbor Capital Advisors, Inc. | 495 | $10.0K | 0.00% | +7+1.4% | Added |
| Bessemer Group Inc | 537 | $11.0K | 0.00% | +305+131.5% | Added |
| Quarry LP | 523 | $11.0K | 0.00% | −936−64.2% | Reduced |
| Signaturefd, LLC | 599 | $12.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 605 | $13.8K | 0.00% | +605 | New |
| True Wealth Design, LLC | 816 | $17.2K | 0.01% | +394+93.4% | Added |
| Nomura Asset Management Co Ltd | 1,130 | $23.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,251 | $26.4K | 0.00% | −419−25.1% | Reduced |
| IFP Advisors, Inc | 1,367 | $28.8K | 0.00% | +1,367 | New |
| GAMMA Investing LLC | 1,425 | $30.1K | 0.00% | −863−37.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,464 | $30.9K | 0.00% | −727−33.2% | Reduced |
| Smartleaf Asset Management LLC | 1,501 | $31.6K | 0.00% | −360−19.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,826 | $38.5K | 0.00% | −26−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,903 | $40.1K | 0.00% | +1,423+296.5% | Added |
| Sterling Capital Management LLC | 2,626 | $55.4K | 0.00% | +973+58.9% | Added |
| Hantz Financial Services, Inc. | 3,170 | $67.0K | 0.00% | +2,685+553.6% | Added |
| BFSG, LLC | 3,211 | $67.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,848 | $81.0K | 0.00% | −1,653−30.0% | Reduced |
| Skopos Labs, Inc. | 5,586 | $117.8K | 0.02% | +4,684+519.3% | Added |
| Golden State Wealth Management, LLC | 5,878 | $124.0K | 0.02% | −444−7.0% | Reduced |
| Essential Partners LLC | 6,035 | $127.3K | 0.05% | +6,035 | New |
| Two Sigma Securities, LLC | 9,485 | $200.0K | 0.02% | +9,485 | New |
| Quest Partners LLC | 9,832 | $207.4K | 0.02% | −56,791−85.2% | Reduced |
| GDS Wealth Management | 9,938 | $209.6K | 0.02% | −300−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,025 | $211.4K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,251 | $216.2K | 0.00% | −4,265−29.4% | Reduced |
| Pallas Capital Advisors LLC | 10,314 | $217.5K | 0.01% | +10,314 | New |
| The PNC Financial Services Group, Inc. | 10,527 | $222.0K | 0.00% | −1,512−12.6% | Reduced |
| EJF Capital LLC | 11,026 | $232.5K | 0.19% | −93,235−89.4% | Reduced |
| Harbor Advisors LLC | 11,082 | $233.7K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 11,610 | $245.8K | 0.00% | +7,620+191.0% | Added |
| CIBC World Markets Corp | 11,840 | $249.7K | 0.00% | −9,423−44.3% | Reduced |
| Captrust Financial Advisors | 12,084 | $254.9K | 0.00% | +2,519+26.3% | Added |
| Vise Technologies, Inc. | 12,188 | $257.0K | 0.01% | +12,188 | New |
| FMR LLC | 12,277 | $258.9K | 0.00% | +2,589+26.7% | Added |
| CWC Advisors, LLC. | 12,372 | $260.9K | 0.13% | +314+2.6% | Added |
| US Bancorp | 12,391 | $261.3K | 0.00% | −6,181−33.3% | Reduced |
| Mutual of America Capital Management LLC | 12,468 | $262.9K | 0.00% | −1,576−11.2% | Reduced |
| HSBC Holdings PLC | 12,463 | $263.8K | 0.00% | −16,426−56.9% | Reduced |
| Pictet Asset Management Holding SA | 12,898 | $272.0K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 13,336 | $281.3K | 0.07% | +13,336 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 14,272 | $301.0K | 0.05% | +4,743+49.8% | Added |
| Quantinno Capital Management LP | 14,486 | $305.5K | 0.00% | +3,655+33.7% | Added |
| Tower Research Capital LLC (TRC) | 14,971 | $315.7K | 0.01% | +11,600+344.1% | Added |
| Vanguard Capital Wealth Advisors | 15,000 | $316.4K | 0.31% | 00.0% | Unchanged |
| Unison Advisors LLC | 15,019 | $316.8K | 0.04% | +255+1.7% | Added |
| Diligent Investors, LLC | 15,211 | $320.8K | 0.08% | +481+3.3% | Added |
| Summit Trail Advisors, LLC | 15,969 | $336.8K | 0.01% | +399+2.6% | Added |
| Alps Advisors Inc | 16,287 | $343.5K | 0.00% | +197+1.2% | Added |
| Rockefeller Capital Management L.P. | 16,419 | $346.3K | 0.00% | +1,565+10.5% | Added |