C
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Covestor’s Banc of California BANC Stock Holding History

Covestor’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 		$32K Buy
1,561
+1,552
+17,244% +$29.6K 0.02% 985
2026
Q1 		$0 Hold
9
– – ﹤0.01% 2259
2025
Q4 		$0 Sell
9
-13
-59% -$233 ﹤0.01% 2262
2025
Q3 		$0 Sell
22
-28
-56% -$438 ﹤0.01% 2283
2025
Q2 		$1K Buy
50
+40
+400% +$545 ﹤0.01% 1932
2025
Q1 		$0 Hold
10
– – ﹤0.01% 2212
2024
Q4 		$0 Hold
10
– – ﹤0.01% 2227
2024
Q3 		$0 Hold
10
– – ﹤0.01% 2210
2024
Q2 		$0 Hold
10
– – ﹤0.01% 2237
2024
Q1 		$0 Sell
10
-868
-99% -$12.1K ﹤0.01% 2230
2023
Q4 		$12K Buy
878
+764
+670% +$9.44K 0.01% 1411
2023
Q3 		$1K Sell
114
-62
-35% -$789 ﹤0.01% 1884
2023
Q2 		$2K Buy
176
+165
+1,500% +$1.91K ﹤0.01% 1797
2023
Q1 		$0 Buy
11
+1
+10% +$16 ﹤0.01% 2014
2022
Q4 		$0 Buy
+10
New +$163 ﹤0.01% 2061
2022
Q3 		– Sell
-16
Closed – – 1982
2022
Q2 		$0 Sell
16
-4
-20% -$73 ﹤0.01% 1901
2022
Q1 		$0 Hold
20
– – ﹤0.01% 2098
2021
Q4 		$0 Buy
+20
New +$405 ﹤0.01% 2109

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

Covestor's BANC Position: Q2 2026 in Review

Covestor increased its Banc of California (BANC) stake by 17,244% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,561 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #985.

Covestor first reported a position in BANC in Q4 2021 and has held it in 18 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Covestor held 1,561 shares of Banc of California worth $32K as of Q2 2026.
  • Covestor bought 1,552 Banc of California shares in Q2 2026, an estimated $29.6K.
  • Banc of California made up 0.02% of Covestor's portfolio in Q2 2026, its #985 holding.
  • Covestor first reported a position in Banc of California in Q4 2021 and has held it in 18 quarters since.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.