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Commonwealth Equity Services’s
Banc of California
BANC
Stock Holding History
Commonwealth Equity Services’s Portfolio
BANC Stock Details
BANC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$282K
Buy
16,040
+5,728
+56%
+$109K
﹤0.01%
3690
2025
Q4
$199K
Sell
10,312
-734
-7%
-$13.2K
﹤0.01%
3988
2025
Q3
$183K
Sell
11,046
-6,770
-38%
-$106K
﹤0.01%
3971
2025
Q2
$250K
Sell
17,816
-817
-4%
-$11.1K
﹤0.01%
3749
2025
Q1
$264K
Sell
18,633
-3,481
-16%
-$52.7K
﹤0.01%
3607
2024
Q4
$342K
Sell
22,114
-4,406
-17%
-$69.5K
﹤0.01%
3298
2024
Q3
$391K
Sell
26,520
-23,193
-47%
-$322K
﹤0.01%
3106
2024
Q2
$635K
Buy
49,713
+3,410
+7%
+$47.1K
﹤0.01%
2634
2024
Q1
$704K
Sell
46,303
-1,466
-3%
-$20.4K
﹤0.01%
2522
2023
Q4
$642K
Buy
47,769
+33,400
+232%
+$413K
﹤0.01%
2507
2023
Q3
$178K
Buy
+14,369
New
+$183K
﹤0.01%
3420
Other funds holding BANC
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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