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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Creative Planning's BANC Position: Q1 2026 in Review

Creative Planning increased its Banc of California (BANC) stake by 69% in Q1 2026, buying an estimated $493K and bringing the position to 63,325 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Creative Planning first reported a position in BANC in Q3 2015 and has held it in 17 quarters since. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Creative Planning held 63,325 shares of Banc of California worth $1.11M as of Q1 2026.
  • Creative Planning bought 25,846 Banc of California shares in Q1 2026, an estimated $493K.
  • Banc of California made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2366 holding.
  • Creative Planning first reported a position in Banc of California in Q3 2015 and has held it in 17 quarters since.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.