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Basecamp Wealth Advisors’s Banc of California BANC Stock Holding History

Basecamp Wealth 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
2026
Q2 		$143 Sell
7
-105
-94% -$2K ﹤0.01% 1760
2026
Q1 		$1.97K Buy
+112
New +$2.14K ﹤0.01% 1403

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's BANC Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Banc of California (BANC) stake by 94% in Q2 2026, selling an estimated $2K and leaving 7 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Basecamp Wealth Advisors first reported a position in BANC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.97K in Q1 2026. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Basecamp Wealth Advisors held 7 shares of Banc of California worth $143 as of Q2 2026.
  • Basecamp Wealth Advisors sold 105 Banc of California shares in Q2 2026, an estimated $2K.
  • Banc of California made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1760 holding.
  • Basecamp Wealth Advisors first reported a position in Banc of California in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's Banc of California position peaked at $1.97K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.