Creative Planning
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Creative Planning’s Banc of California BANC Stock Holding History

Creative Planning’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 		$1.22M Sell
59,616
-3,709
-6% -$70.7K ﹤0.01% 2481
2026
Q1 		$1.11M Buy
63,325
+25,846
+69% +$493K ﹤0.01% 2366
2025
Q4 		$723K Buy
37,479
+13,485
+56% +$242K ﹤0.01% 2544
2025
Q3 		$397K Buy
23,994
+11,935
+99% +$187K ﹤0.01% 2933
2025
Q2 		$169K Sell
12,059
-13,583
-53% -$185K ﹤0.01% 3289
2025
Q1 		$364K Sell
25,642
-914
-3% -$13.8K ﹤0.01% 2579
2024
Q4 		$411K Buy
26,556
+5,556
+26% +$87.7K ﹤0.01% 2408
2024
Q3 		$309K Buy
21,000
+90
+0.4% +$1.25K ﹤0.01% 2495
2024
Q2 		$267K Sell
20,910
-583
-3% -$8.06K ﹤0.01% 2452
2024
Q1 		$327K Buy
+21,493
New +$299K ﹤0.01% 2181
2017
Q3 		– Sell
-2,599
Closed -$56K – 2042
2017
Q2 		$56K Sell
2,599
-2,924
-53% -$61.8K ﹤0.01% 2430
2017
Q1 		$114K Buy
5,523
+2,924
+113% +$54.4K ﹤0.01% 1863
2016
Q4 		$45K Buy
2,599
+1,050
+68% +$16.1K ﹤0.01% 2470
2016
Q3 		$27K Buy
1,549
+371
+31% +$7.71K ﹤0.01% 2825
2016
Q2 		$21K Buy
1,178
+799
+211% +$15.3K ﹤0.01% 2752
2016
Q1 		$7K Buy
379
+316
+502% +$4.77K ﹤0.01% 3389
2015
Q4 		$1K Sell
63
-1,205
-95% -$16.6K ﹤0.01% 4178
2015
Q3 		$16K Buy
+1,268
New +$16.2K ﹤0.01% 2888

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

Creative Planning's BANC Position: Q2 2026 in Review

Creative Planning reduced its Banc of California (BANC) stake by 5.9% in Q2 2026, selling an estimated $70.7K and leaving 59,616 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Creative Planning first reported a position in BANC in Q3 2015 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Creative Planning held 59,616 shares of Banc of California worth $1.22M as of Q2 2026.
  • Creative Planning sold 3,709 Banc of California shares in Q2 2026, an estimated $70.7K.
  • Banc of California made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2481 holding.
  • Creative Planning first reported a position in Banc of California in Q3 2015 and has held it in 18 quarters since.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.