Cerity Partners
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Cerity Partners’s Banc of California BANC Stock Holding History

Cerity Partners’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
Q1 		$437K Sell
24,835
-9,914
-29% -$189K ﹤0.01% 2369
2025
Q4 		$670K Buy
34,749
+13,423
+63% +$241K ﹤0.01% 1923
2025
Q3 		$353K Buy
21,326
+6,427
+43% +$101K ﹤0.01% 2181
2025
Q2 		$209K Buy
+14,899
New +$203K ﹤0.01% 2336
2025
Q1 		– Sell
-10,691
Closed -$158K – 2488
2024
Q4 		$158K Sell
10,691
-4,625
-30% -$73K ﹤0.01% 2278
2024
Q3 		$226K Buy
+15,316
New +$213K ﹤0.01% 2247
2024
Q2 		– Sell
-14,630
Closed -$223K – 2240
2024
Q1 		$223K Buy
+14,630
New +$203K ﹤0.01% 2050
2023
Q2 		– Sell
-472
Closed -$1.36M – 1664
2023
Q1 		$1.36M Buy
+472
New +$7.63K ﹤0.01% 850

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