Farther Finance Advisors
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Farther Finance Advisors’s Banc of California BANC Stock Holding History

Farther Finance 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
Q3 		$26.1K Buy
1,517
+552
+57% +$10.7K ﹤0.01% 3929
2026
Q2 		$19.7K Sell
965
-18
-2% -$343 ﹤0.01% 3986
2026
Q1 		$17.4K Buy
983
+249
+34% +$4.75K ﹤0.01% 3755
2025
Q4 		$14.2K Buy
734
+575
+362% +$10.3K ﹤0.01% 3674
2025
Q3 		$2.63K Buy
159
+60
+61% +$940 ﹤0.01% 4032
2025
Q2 		$1.39K Sell
99
-193
-66% -$2.63K ﹤0.01% 3818
2025
Q1 		$4.13K Buy
292
+1
+0.3% +$15 ﹤0.01% 3145
2024
Q4 		$4.5K Sell
291
-10
-3% -$158 ﹤0.01% 2716
2024
Q3 		$4.43K Sell
301
-1
-0.3% -$14 ﹤0.01% 2697
2024
Q2 		$3.87K Buy
302
+86
+40% +$1.19K ﹤0.01% 2507
2024
Q1 		$3.15K Sell
216
-35
-14% -$487 ﹤0.01% 2292
2023
Q4 		$3.37K Buy
+251
New +$3.1K ﹤0.01% 2178

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
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors's BANC Position: Q3 2026 in Review

Farther Finance Advisors increased its Banc of California (BANC) stake by 57% in Q3 2026, buying an estimated $10.7K and bringing the position to 1,517 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

Farther Finance Advisors first reported a position in BANC in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • Farther Finance Advisors held 1,517 shares of Banc of California worth $26.1K as of Q3 2026.
  • Farther Finance Advisors bought 552 Banc of California shares in Q3 2026, an estimated $10.7K.
  • Banc of California made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3929 holding.
  • Farther Finance Advisors first reported a position in Banc of California in Q4 2023 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.