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Clearstead Advisors’s Banc of California BANC Stock Holding History

Clearstead 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
2026
Q2 		$206 Buy
+10
New +$191 ﹤0.01% 3193
2025
Q4 		– Sell
-1,654
Closed -$27.4K – 2791
2025
Q3 		$27.4K Buy
1,654
+25
+2% +$392 ﹤0.01% 1500
2025
Q2 		$22.9K Buy
+1,629
New +$22.2K ﹤0.01% 1570

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's BANC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Banc of California (BANC) in Q2 2026: 10 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #3193 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BANC as recently as Q3 2025.

Clearstead Advisors first reported a position in BANC in Q2 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q3 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Clearstead Advisors held 10 shares of Banc of California worth $206 as of Q2 2026.
  • Banc of California was a new Clearstead Advisors position in Q2 2026.
  • Banc of California made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3193 holding.
  • Clearstead Advisors first reported a position in Banc of California in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Banc of California position peaked at $27.4K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.