PPBI β€” PACIFIC PREMIER BANCORP

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  8 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported PACIFIC PREMIER BANCORP (PPBI) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows PPBI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PPBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in PACIFIC PREMIER BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PPBI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DiNuzzo Private Wealth, Inc. held PPBI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19 β€” 0% 0.00% $466 2025-10-14 β€”
2025 Q2 REDUCED 19 -4 -17.4% 0.00% $401 2025-07-17 β€”
2025 Q1 ADDED 23 +4 +21.1% 0.00% $491 2025-04-25 β€”
2024 Q4 ADDED 19 +1 +5.6% 0.00% $474 2025-01-23 β€”
2024 Q3 UNCHANGED 18 β€” 0% 0.00% $453 2024-10-17 β€”
2024 Q2 ADDED 18 +2 +12.5% 0.00% $414 2024-07-30 β€”
2024 Q1 UNCHANGED 16 β€” 0% 0.00% $384 2024-05-06 β€”
2023 Q4 INITIATED 16 β€” β€” 0.00% $466 2024-02-06 β€”

🏒 Other funds also holding PPBI

As of 2025 Q3 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% DANSKE BANK A/S 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About DiNuzzo Private Wealth, Inc. and PPBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning PPBI?

DiNuzzo Private Wealth, Inc. reported PPBI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PPBI position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for PPBI was 0.00% in 2023 Q4.

What is the latest reported PPBI position on this page?

The most recent filing on this page is 2025 Q3, when DiNuzzo Private Wealth, Inc. reported 19 shares, equal to 0.00% of portfolio, with an estimated market value of $466.

What does the chart on this PPBI ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly PPBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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