Caldwell Sutter Capital’s Banc of California BANC Stock Holding History

Caldwell Sutter Capital’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	$40.9K	Hold	2,000	–	–	0.02%	429
2026 Q1	$35.2K	Hold	2,000	–	–	0.01%	415
2025 Q4	$38.6K	Hold	2,000	–	–	0.02%	399
2025 Q3	$33.1K	Hold	2,000	–	–	0.01%	414
2025 Q2	$28.1K	Hold	2,000	–	–	0.01%	423
2025 Q1	$28.4K	Hold	2,000	–	–	0.01%	420
2024 Q4	$30.9K	Hold	2,000	–	–	0.01%	420
2024 Q3	$29.5K	Hold	2,000	–	–	0.01%	428
2024 Q2	$25.6K	Hold	2,000	–	–	0.01%	444
2024 Q1	$30.4K	Hold	2,000	–	–	0.01%	414
2023 Q4	$26.9K	Hold	2,000	–	–	0.01%	418
2023 Q3	$24.8K	Hold	2,000	–	–	0.01%	407
2023 Q2	$23.2K	Hold	2,000	–	–	0.01%	424
2023 Q1	$25.1K	Hold	2,000	–	–	0.02%	314
2022 Q4	$31.9K	Buy	+2,000	New	+$32.7K	0.03%	201

Other funds holding BANC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's BANC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Banc of California (BANC) position steady in Q2 2026 at 2,000 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #429.

Caldwell Sutter Capital first reported a position in BANC in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Caldwell Sutter Capital held 2,000 shares of Banc of California worth $40.9K as of Q2 2026.
Caldwell Sutter Capital left its Banc of California share count unchanged in Q2 2026.
Banc of California made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #429 holding.
Caldwell Sutter Capital first reported a position in Banc of California in Q4 2022 and has held it in 15 quarters since.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.