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Atlas Capital Advisors’s Banc of California BANC Stock Holding History

Atlas Capital Advisors’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
-37,087
Closed -$546K – 925
2024
Q3 		$546K Hold
37,087
– – 0.08% 202
2024
Q2 		$474K Hold
37,087
– – 0.06% 236
2024
Q1 		$564K Hold
37,087
– – 0.09% 200
2023
Q4 		$498K Buy
+37,087
New +$458K 0.07% 225

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

Atlas Capital Advisors's BANC Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Banc of California (BANC) in Q4 2024, closing a stake of 37,087 shares — an estimated $546K sold.

Atlas Capital Advisors first reported a position in BANC in Q4 2023 and held it in 4 quarters. The position peaked at $564K in Q1 2024. 283 funds tracked by Wall St. Rank hold BANC as of Q4 2024.

  • Atlas Capital Advisors reported no remaining Banc of California position as of Q4 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 37,087 Banc of California shares in Q4 2024, an estimated $546K.
  • Atlas Capital Advisors first reported a position in Banc of California in Q4 2023 and held it in 4 quarters.
  • Atlas Capital Advisors's Banc of California position peaked at $564K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Banc of California as of Q4 2024.

Based on Atlas Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.