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Advisornet Financial’s Banc of California BANC Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-16
Closed -$236 – 1990
2024
Q3 		$236 Hold
16
– – ﹤0.01% 2103
2024
Q2 		$204 Hold
16
– – ﹤0.01% 2035
2024
Q1 		$243 Hold
16
– – ﹤0.01% 1952
2023
Q4 		$215 Buy
+16
New +$198 ﹤0.01% 2284
2018
Q3 		– Sell
-23
Closed – – 1465
2018
Q2 		$0 Buy
+23
New +$440 ﹤0.01% 1574

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's BANC Position: Q4 2024 in Review

Advisornet Financial sold out of Banc of California (BANC) in Q4 2024, closing a stake of 16 shares — an estimated $236 sold.

Advisornet Financial first reported a position in BANC in Q2 2018 and held it in 5 quarters. The position peaked at $243 in Q1 2024. 283 funds tracked by Wall St. Rank hold BANC as of Q4 2024.

  • Advisornet Financial reported no remaining Banc of California position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 16 Banc of California shares in Q4 2024, an estimated $236.
  • Advisornet Financial first reported a position in Banc of California in Q2 2018 and held it in 5 quarters.
  • Advisornet Financial's Banc of California position peaked at $243 in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Banc of California as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.