Atwood & Palmer’s Banc of California BANC Stock Holding History

Atwood & Palmer’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 Q3	$11.3K	Hold	656	–	–	﹤0.01%	386
2026 Q2	$13.4K	Hold	656	–	–	﹤0.01%	355
2026 Q1	$11.5K	Hold	656	–	–	﹤0.01%	369
2025 Q4	$12.7K	Hold	656	–	–	﹤0.01%	355
2025 Q3	$10.9K	Hold	656	–	–	﹤0.01%	377
2025 Q2	$9.22K	Hold	656	–	–	﹤0.01%	399
2025 Q1	$9.31K	Hold	656	–	–	﹤0.01%	334
2024 Q4	$10.1K	Hold	656	–	–	﹤0.01%	339
2024 Q3	$9.66K	Hold	656	–	–	﹤0.01%	339
2024 Q2	$8.38K	Sell	656 -262	-29%	-$3.62K	﹤0.01%	345
2024 Q1	$14K	Buy	918 +262	+40%	+$3.64K	﹤0.01%	293
2023 Q4	$8.81K	Buy	+656	New	+$8.11K	﹤0.01%	317

Other funds holding BANC

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Atwood & Palmer's BANC Position: Q3 2026 in Review

Atwood & Palmer held its Banc of California (BANC) position steady in Q3 2026 at 656 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Atwood & Palmer first reported a position in BANC in Q4 2023 and has held it in 12 quarters since. The position peaked at $14K in Q1 2024. 14 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

Atwood & Palmer held 656 shares of Banc of California worth $11.3K as of Q3 2026.
Atwood & Palmer left its Banc of California share count unchanged in Q3 2026.
Banc of California made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #386 holding.
Atwood & Palmer first reported a position in Banc of California in Q4 2023 and has held it in 12 quarters since.
Atwood & Palmer's Banc of California position peaked at $14K in Q1 2024.
14 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.