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Empirical Wealth Management’s Banc of California BANC Stock Holding History

Empirical Wealth Management’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
2025
Q1 		– Sell
-24,558
Closed -$380K – 659
2024
Q4 		$380K Buy
24,558
+7
+0% +$110 0.01% 450
2024
Q3 		$362K Buy
+24,551
New +$341K 0.01% 434

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Empirical Wealth Management's BANC Position: Q1 2025 in Review

Empirical Wealth Management sold out of Banc of California (BANC) in Q1 2025, closing a stake of 24,558 shares — an estimated $380K sold.

Empirical Wealth Management first reported a position in BANC in Q3 2024 and held it in 2 quarters. The position peaked at $380K in Q4 2024. 278 funds tracked by Wall St. Rank hold BANC as of Q1 2025.

  • Empirical Wealth Management reported no remaining Banc of California position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 24,558 Banc of California shares in Q1 2025, an estimated $380K.
  • Empirical Wealth Management first reported a position in Banc of California in Q3 2024 and held it in 2 quarters.
  • Empirical Wealth Management's Banc of California position peaked at $380K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held Banc of California as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.