EverSource Wealth Advisors’s Banc of California BANC Stock Holding History

EverSource Wealth 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	$1.45K	Sell	71 -1,989	-97%	-$37.9K	﹤0.01%	3845
2026 Q1	$36.2K	Buy	2,060 +37	+2%	+$706	﹤0.01%	2124
2025 Q4	$39K	Buy	2,023 +564	+39%	+$10.1K	﹤0.01%	1919
2025 Q3	$24.1K	Sell	1,459 -15	-1%	-$235	﹤0.01%	2230
2025 Q2	$20.7K	Buy	1,474 +667	+83%	+$9.09K	﹤0.01%	2260
2025 Q1	$11.5K	Buy	807 +182	+29%	+$2.75K	﹤0.01%	2037
2024 Q4	$9.66K	Sell	625 -67	-10%	-$1.06K	﹤0.01%	2012
2024 Q3	$10.2K	Hold	692	–	–	﹤0.01%	1855
2024 Q2	$9.67K	Hold	692	–	–	﹤0.01%	1874
2024 Q1	$9.47K	Hold	692	–	–	﹤0.01%	1716
2023 Q4	$9.29K	Buy	692 +518	+298%	+$6.4K	﹤0.01%	1582
2023 Q3	$2.15K	Hold	174	–	–	﹤0.01%	1980
2023 Q2	$2.02K	Buy	174 +93	+115%	+$1.07K	﹤0.01%	2028
2023 Q1	$1.01K	Hold	81	–	–	﹤0.01%	2112
2022 Q4	$1.29K	Sell	81 -127	-61%	-$2.08K	﹤0.01%	2029
2022 Q3	$3K	Hold	208	–	–	﹤0.01%	1504
2022 Q2	$4K	Hold	208	–	–	﹤0.01%	1308
2022 Q1	$4K	Hold	208	–	–	﹤0.01%	1313
2021 Q4	$4K	Buy	+208	New	+$4.21K	﹤0.01%	1308

Other funds holding BANC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's BANC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Banc of California (BANC) stake by 97% in Q2 2026, selling an estimated $37.9K and leaving 71 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

EverSource Wealth Advisors first reported a position in BANC in Q4 2021 and has held it in 19 quarters since. The position peaked at $39K in Q4 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

EverSource Wealth Advisors held 71 shares of Banc of California worth $1.45K as of Q2 2026.
EverSource Wealth Advisors sold 1,989 Banc of California shares in Q2 2026, an estimated $37.9K.
Banc of California made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3845 holding.
EverSource Wealth Advisors first reported a position in Banc of California in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Banc of California position peaked at $39K in Q4 2025.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.