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Anchor Investment Management’s Banc of California BANC Stock Holding History

Anchor Investment 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
2025
Q3 		– Sell
-3,284
Closed -$46.1K – 1068
2025
Q2 		$46.1K Hold
3,284
– – ﹤0.01% 593
2025
Q1 		$46.6K Hold
3,284
– – ﹤0.01% 580
2024
Q4 		$50.8K Hold
3,284
– – ﹤0.01% 570
2024
Q3 		$48.4K Hold
3,284
– – ﹤0.01% 575
2024
Q2 		$42K Hold
3,284
– – ﹤0.01% 543
2024
Q1 		$50K Hold
3,284
– – 0.01% 535
2023
Q4 		$44.1K Buy
+3,284
New +$40.6K 0.01% 539

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's BANC Position: Q3 2025 in Review

Anchor Investment Management sold out of Banc of California (BANC) in Q3 2025, closing a stake of 3,284 shares — an estimated $46.1K sold.

Anchor Investment Management first reported a position in BANC in Q4 2023 and held it in 7 quarters. The position peaked at $50.8K in Q4 2024. 272 funds tracked by Wall St. Rank hold BANC as of Q3 2025.

  • Anchor Investment Management reported no remaining Banc of California position as of Q3 2025 after selling out during the quarter.
  • Anchor Investment Management sold 3,284 Banc of California shares in Q3 2025, an estimated $46.1K.
  • Anchor Investment Management first reported a position in Banc of California in Q4 2023 and held it in 7 quarters.
  • Anchor Investment Management's Banc of California position peaked at $50.8K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Banc of California as of Q3 2025.

Based on Anchor Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.