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Dana Investment Advisors’s Banc of California BANC Stock Holding History

Dana Investment 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 		$7.01M Sell
342,902
-5,681
-2% -$108K 0.18% 141
2026
Q1 		$6.13M Sell
348,583
-789
-0.2% -$15.1K 0.18% 145
2025
Q4 		$6.74M Sell
349,372
-450
-0.1% -$8.06K 0.2% 122
2025
Q3 		$5.79M Sell
349,822
-2,486
-0.7% -$38.9K 0.17% 145
2025
Q2 		$4.95M Sell
352,308
-5,610
-2% -$76.4K 0.16% 155
2025
Q1 		$5.08M Sell
357,918
-9,199
-3% -$139K 0.18% 145
2024
Q4 		$5.68M Sell
367,117
-21,155
-5% -$334K 0.19% 145
2024
Q3 		$5.72M Sell
388,272
-45,674
-11% -$634K 0.19% 150
2024
Q2 		$5.55M Sell
433,946
-5,881
-1% -$81.3K 0.19% 152
2024
Q1 		$6.69M Buy
+439,827
New +$6.12M 0.22% 128

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

Dana Investment Advisors's BANC Position: Q2 2026 in Review

Dana Investment Advisors reduced its Banc of California (BANC) stake by 1.6% in Q2 2026, selling an estimated $108K and leaving 342,902 shares worth $7.01M. The position accounts for 0.18% of the portfolio, ranked #141.

Dana Investment Advisors first reported a position in BANC in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Dana Investment Advisors held 342,902 shares of Banc of California worth $7.01M as of Q2 2026.
  • Dana Investment Advisors sold 5,681 Banc of California shares in Q2 2026, an estimated $108K.
  • Banc of California made up 0.18% of Dana Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Dana Investment Advisors first reported a position in Banc of California in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.