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Avior Wealth Management’s Banc of California BANC Stock Holding History

Avior Wealth 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
Q1 		– Sell
-3,284
Closed -$50.8K – 871
2024
Q4 		$50.8K Hold
3,284
– – ﹤0.01% 1145
2024
Q3 		$48.4K Hold
3,284
– – ﹤0.01% 1124
2024
Q2 		$42K Sell
3,284
-14
-0.4% -$193 ﹤0.01% 1159
2024
Q1 		$50.2K Buy
3,298
+14
+0.4% +$195 ﹤0.01% 1232
2023
Q4 		$44.1K Buy
+3,284
New +$40.6K ﹤0.01% 749

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's BANC Position: Q1 2025 in Review

Avior Wealth Management sold out of Banc of California (BANC) in Q1 2025, closing a stake of 3,284 shares — an estimated $50.8K sold.

Avior Wealth Management first reported a position in BANC in Q4 2023 and held it in 5 quarters. The position peaked at $50.8K in Q4 2024. 278 funds tracked by Wall St. Rank hold BANC as of Q1 2025.

  • Avior Wealth Management reported no remaining Banc of California position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,284 Banc of California shares in Q1 2025, an estimated $50.8K.
  • Avior Wealth Management first reported a position in Banc of California in Q4 2023 and held it in 5 quarters.
  • Avior Wealth Management's Banc of California position peaked at $50.8K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held Banc of California as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.