CA
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CSM Advisors’s Banc of California BANC Stock Holding History

CSM Advisors’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 		$530K Buy
+26,005
New +$496K 0.01% 367

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

CSM Advisors's BANC Position: Q2 2026 in Review

CSM Advisors opened a new position in Banc of California (BANC) in Q2 2026: 26,005 shares worth $530K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • CSM Advisors held 26,005 shares of Banc of California worth $530K as of Q2 2026.
  • Banc of California was a new CSM Advisors position in Q2 2026.
  • Banc of California made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #367 holding.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.