Action Point Financial Planning’s Banc of California BANC Stock Holding History

Action Point Financial Planning’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 Q2	$20	Buy	+1	New	+$19	﹤0.01%	2773

Other funds holding BANC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's BANC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Banc of California (BANC) in Q2 2026: 1 share worth $20. The stake represents ﹤0.01% of the portfolio and ranks #2773 among its holdings.

308 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Action Point Financial Planning held 1 share of Banc of California worth $20 as of Q2 2026.
Banc of California was a new Action Point Financial Planning position in Q2 2026.
Banc of California made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2773 holding.
308 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.