CPG
BANC icon

Cornerstone Planning Group’s Banc of California BANC Stock Holding History

Cornerstone Planning Group’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 		– Sell
-29
Closed -$582 – 1832
2025
Q4 		$582 Buy
+29
New +$520 ﹤0.01% 1484
2025
Q2 		– Sell
-150
Closed -$2.06K – 1542
2025
Q1 		$2.06K Buy
150
+1
+0.7% +$15 ﹤0.01% 975
2024
Q4 		$2.39K Buy
149
+1
+0.7% +$16 ﹤0.01% 746
2024
Q3 		$2.34K Hold
148
– – ﹤0.01% 731
2024
Q2 		$1.85K Buy
148
+1
+0.7% +$14 ﹤0.01% 792
2024
Q1 		$2.14K Buy
147
+3
+2% +$42 ﹤0.01% 656
2023
Q4 		$1.93K Buy
+144
New +$1.78K ﹤0.01% 643

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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Planning Group's BANC Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Banc of California (BANC) in Q1 2026, closing a stake of 29 shares — an estimated $582 sold.

Cornerstone Planning Group first reported a position in BANC in Q4 2023 and held it in 7 quarters. The position peaked at $2.39K in Q4 2024. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Banc of California position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Banc of California shares in Q1 2026, an estimated $582.
  • Cornerstone Planning Group first reported a position in Banc of California in Q4 2023 and held it in 7 quarters.
  • Cornerstone Planning Group's Banc of California position peaked at $2.39K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.