Cerity Partners’s Banc of California BANC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$359K Sell
17,560
-7,275
-29% -$139K ﹤0.01% 2667
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

Other funds holding BANC

Cerity Partners's BANC Position: Q2 2026 in Review

Cerity Partners reduced its Banc of California (BANC) stake by 29% in Q2 2026, selling an estimated $139K and leaving 17,560 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Cerity Partners first reported a position in BANC in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2023. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Cerity Partners held 17,560 shares of Banc of California worth $359K as of Q2 2026.
  • Cerity Partners sold 7,275 Banc of California shares in Q2 2026, an estimated $139K.
  • Banc of California made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2667 holding.
  • Cerity Partners first reported a position in Banc of California in Q1 2023 and has held it in 9 quarters since.
  • Cerity Partners's Banc of California position peaked at $1.36M in Q1 2023.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.