AWM
BANC icon

Abound Wealth Management’s Banc of California BANC Stock Holding History

Abound Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13
Closed -$251 – 1504
2025
Q4 		$251 Hold
13
– – ﹤0.01% 1104
2025
Q3 		$216 Hold
13
– – ﹤0.01% 1092
2025
Q2 		$183 Hold
13
– – ﹤0.01% 1069
2025
Q1 		$185 Sell
13
-5
-28% -$76 ﹤0.01% 1015
2024
Q4 		$279 Buy
+18
New +$284 ﹤0.01% 916

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Abound Wealth Management's BANC Position: Q1 2026 in Review

Abound Wealth Management sold out of Banc of California (BANC) in Q1 2026, closing a stake of 13 shares — an estimated $251 sold.

Abound Wealth Management first reported a position in BANC in Q4 2024 and held it in 5 quarters. The position peaked at $279 in Q4 2024. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Abound Wealth Management reported no remaining Banc of California position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 13 Banc of California shares in Q1 2026, an estimated $251.
  • Abound Wealth Management first reported a position in Banc of California in Q4 2024 and held it in 5 quarters.
  • Abound Wealth Management's Banc of California position peaked at $279 in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.