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Fortis Group Advisors’s Banc of California BANC Stock Holding History

Fortis Group 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
Q1 		$3.96K Hold
225
– – ﹤0.01% 451
2025
Q4 		$4.34K Hold
225
– – ﹤0.01% 444
2025
Q3 		$3.72K Hold
225
– – ﹤0.01% 418
2025
Q2 		$3.16K Hold
225
– – ﹤0.01% 419
2025
Q1 		$3.19K Hold
225
– – ﹤0.01% 387
2024
Q4 		$3.48K Hold
225
– – ﹤0.01% 397
2024
Q3 		$3.31K Hold
225
– – ﹤0.01% 387
2024
Q2 		$2.88K Hold
225
– – ﹤0.01% 393
2024
Q1 		$3.42K Sell
225
-225
-50% -$3.13K ﹤0.01% 401
2023
Q4 		$6.04K Buy
450
+225
+100% +$2.78K ﹤0.01% 344
2023
Q3 		$2.79K Buy
+225
New +$2.86K ﹤0.01% 343

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VCM
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VPM
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Invesco
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Geode Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return