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Bellwether Advisors’s Banc of California BANC Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-676
Closed -$9.5K – 173
2025
Q2 		$9.5K Hold
676
– – ﹤0.01% 375
2025
Q1 		$9.59K Hold
676
– – ﹤0.01% 324
2024
Q4 		$10.5K Buy
+676
New +$10.7K ﹤0.01% 338

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Advisors's BANC Position: Q3 2025 in Review

Bellwether Advisors sold out of Banc of California (BANC) in Q3 2025, closing a stake of 676 shares — an estimated $9.5K sold.

Bellwether Advisors first reported a position in BANC in Q4 2024 and held it in 3 quarters. The position peaked at $10.5K in Q4 2024. 272 funds tracked by Wall St. Rank hold BANC as of Q3 2025.

  • Bellwether Advisors reported no remaining Banc of California position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 676 Banc of California shares in Q3 2025, an estimated $9.5K.
  • Bellwether Advisors first reported a position in Banc of California in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Banc of California position peaked at $10.5K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Banc of California as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.