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Essential Partners’s Banc of California BANC Stock Holding History

Essential Partners’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 		$1.02K Sell
50
-255
-84% -$4.86K ﹤0.01% 2237
2026
Q1 		$5.36K Sell
305
-309
-50% -$5.9K ﹤0.01% 1540
2025
Q4 		$11.8K Buy
614
+460
+299% +$8.24K ﹤0.01% 1103
2025
Q3 		$2.55K Buy
154
+133
+633% +$2.08K ﹤0.01% 1711
2025
Q2 		$295 Buy
+21
New +$286 ﹤0.01% 1848

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

Essential Partners's BANC Position: Q2 2026 in Review

Essential Partners reduced its Banc of California (BANC) stake by 84% in Q2 2026, selling an estimated $4.86K and leaving 50 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Essential Partners first reported a position in BANC in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.8K in Q4 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Essential Partners held 50 shares of Banc of California worth $1.02K as of Q2 2026.
  • Essential Partners sold 255 Banc of California shares in Q2 2026, an estimated $4.86K.
  • Banc of California made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2237 holding.
  • Essential Partners first reported a position in Banc of California in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Banc of California position peaked at $11.8K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.