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Beese Fulmer Investment Management’s Banc of California BANC Stock Holding History

Beese Fulmer Investment 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
Q2 		– Sell
-10,220
Closed -$145K – 287
2025
Q1 		$145K Hold
10,220
– – 0.01% 247
2024
Q4 		$158K Hold
10,220
– – 0.01% 224
2024
Q3 		$151K Hold
10,220
– – 0.01% 229
2024
Q2 		$131K Hold
10,220
– – 0.01% 219
2024
Q1 		$155K Hold
10,220
– – 0.01% 222
2023
Q4 		$137K Hold
10,220
– – 0.01% 221
2023
Q3 		$127K Hold
10,220
– – 0.01% 215
2023
Q2 		$118K Hold
10,220
– – 0.01% 218
2023
Q1 		$128K Hold
10,220
– – 0.01% 216
2022
Q4 		$163K Hold
10,220
– – 0.02% 217
2022
Q3 		$163K Hold
10,220
– – 0.02% 204
2022
Q2 		$180K Hold
10,220
– – 0.02% 219
2022
Q1 		$198K Hold
10,220
– – 0.02% 228
2021
Q4 		$201K Hold
10,220
– – 0.02% 239
2021
Q3 		$189K Hold
10,220
– – 0.02% 232
2021
Q2 		$179K Hold
10,220
– – 0.02% 229
2021
Q1 		$185K Hold
10,220
– – 0.02% 220
2020
Q4 		$150K Buy
+10,220
New +$134K 0.02% 205
2020
Q3 		– Sell
-9,120
Closed -$99K – 225
2020
Q2 		$99K Buy
+9,120
New +$91.7K 0.01% 246

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's BANC Position: Q2 2025 in Review

Beese Fulmer Investment Management sold out of Banc of California (BANC) in Q2 2025, closing a stake of 10,220 shares — an estimated $145K sold.

Beese Fulmer Investment Management first reported a position in BANC in Q2 2020 and held it in 19 quarters. The position peaked at $201K in Q4 2021. 284 funds tracked by Wall St. Rank hold BANC as of Q2 2025.

  • Beese Fulmer Investment Management reported no remaining Banc of California position as of Q2 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 10,220 Banc of California shares in Q2 2025, an estimated $145K.
  • Beese Fulmer Investment Management first reported a position in Banc of California in Q2 2020 and held it in 19 quarters.
  • Beese Fulmer Investment Management's Banc of California position peaked at $201K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Banc of California as of Q2 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.