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Beacon Pointe Advisors’s Banc of California BANC Stock Holding History

Beacon Pointe 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 		– Sell
-10,370
Closed -$182K – 1935
2026
Q1 		$182K Buy
+10,370
New +$198K ﹤0.01% 1744
2024
Q4 		– Sell
-10,095
Closed -$149K – 1204
2024
Q3 		$149K Buy
+10,095
New +$140K ﹤0.01% 1179

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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

Beacon Pointe Advisors's BANC Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Banc of California (BANC) in Q2 2026, closing a stake of 10,370 shares — an estimated $182K sold.

Beacon Pointe Advisors first reported a position in BANC in Q3 2024 and held it in 2 quarters. The position peaked at $182K in Q1 2026. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,370 Banc of California shares in Q2 2026, an estimated $182K.
  • Beacon Pointe Advisors first reported a position in Banc of California in Q3 2024 and held it in 2 quarters.
  • Beacon Pointe Advisors's Banc of California position peaked at $182K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.