PPBI β€” PACIFIC PREMIER BANCORP COM

Ownership history in IFP Advisors, Inc  Β·  10 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported PACIFIC PREMIER BANCORP COM (PPBI) in 10 quarterly 13F filings from 2025 Q2 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PPBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in PACIFIC PREMIER BANCORP COM, 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 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 IFP Advisors, Inc held PPBI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,371 +4 +0.3% 0.00% $34K 2025-12-02 β€”
2025 Q2 ADDED 1,367 +1,193 +685.6% 0.00% $29K 2025-07-24 β€”
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PPBI

As of 2025 Q3 β€” sorted by position size

DiNuzzo Private Wealth, Inc. 0.0% DANSKE BANK A/S 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About IFP Advisors, 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 IFP Advisors, Inc reported owning PPBI?

IFP Advisors, Inc reported PPBI across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported PPBI position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for PPBI was 0.00% in 2025 Q3.

What is the latest reported PPBI position on this page?

The most recent filing on this page is 2025 Q3, when IFP Advisors, Inc reported 1,371 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this PPBI ownership page compare?

The chart compares IFP Advisors, 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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