Cassaday & Co Wealth Management’s Banc of California BANC Stock Holding History

Cassaday & Co Wealth 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
2026 Q2	$1.7K	Buy	+83	New	+$1.58K	﹤0.01%	1038

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

Cassaday & Co Wealth Management's BANC Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Banc of California (BANC) in Q2 2026: 83 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Cassaday & Co Wealth Management held 83 shares of Banc of California worth $1.7K as of Q2 2026.
Banc of California was a new Cassaday & Co Wealth Management position in Q2 2026.
Banc of California made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1038 holding.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.