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Apella Capital’s Banc of California BANC Stock Holding History

Apella Capital’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
Q2 		– Sell
-23,065
Closed -$301K – 425
2025
Q1 		$301K Hold
23,065
– – 0.01% 302
2024
Q4 		$357K Hold
23,065
– – 0.01% 260
2024
Q3 		$320K Sell
23,065
-276
-1% -$3.83K 0.01% 264
2024
Q2 		$292K Hold
23,341
– – 0.01% 261
2024
Q1 		$350K Hold
23,341
– – 0.02% 228
2023
Q4 		$298K Buy
+23,341
New +$288K 0.02% 242

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apella Capital's BANC Position: Q2 2025 in Review

Apella Capital sold out of Banc of California (BANC) in Q2 2025, closing a stake of 23,065 shares — an estimated $301K sold.

Apella Capital first reported a position in BANC in Q4 2023 and held it in 6 quarters. The position peaked at $357K in Q4 2024. 284 funds tracked by Wall St. Rank hold BANC as of Q2 2025.

  • Apella Capital reported no remaining Banc of California position as of Q2 2025 after selling out during the quarter.
  • Apella Capital sold 23,065 Banc of California shares in Q2 2025, an estimated $301K.
  • Apella Capital first reported a position in Banc of California in Q4 2023 and held it in 6 quarters.
  • Apella Capital's Banc of California position peaked at $357K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Banc of California as of Q2 2025.

Based on Apella Capital's 13F filing for Q2 2025, filed 8 Jul 2025.