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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
Q3 		$1.21K Buy
70
+20
+40% +$386 ﹤0.01% 2115
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

OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's BANC Position: Q3 2026 in Review

Essential Partners increased its Banc of California (BANC) stake by 40% in Q3 2026, buying an estimated $386 and bringing the position to 70 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Essential Partners first reported a position in BANC in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.8K in Q4 2025. 15 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • Essential Partners held 70 shares of Banc of California worth $1.21K as of Q3 2026.
  • Essential Partners bought 20 Banc of California shares in Q3 2026, an estimated $386.
  • Banc of California made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2115 holding.
  • Essential Partners first reported a position in Banc of California in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Banc of California position peaked at $11.8K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.