Fortitude Family Office’s Banc of California BANC Stock Holding History

Fortitude Family Office’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	$3.17K	Sell	184 -6	-3%	-$116	﹤0.01%	1799
2026 Q2	$3.88K	Buy	190 +6	+3%	+$114	﹤0.01%	1198
2026 Q1	$3.23K	Sell	184 -48	-21%	-$916	﹤0.01%	1097
2025 Q4	$4.47K	Hold	232	–	–	﹤0.01%	849
2025 Q3	$3.84K	Hold	232	–	–	﹤0.01%	909
2025 Q2	$3.26K	Sell	232 -451	-66%	-$6.14K	﹤0.01%	975
2025 Q1	$9.69K	Hold	683	–	–	﹤0.01%	544
2024 Q4	$10.6K	Hold	683	–	–	﹤0.01%	617
2024 Q3	$10.1K	Hold	683	–	–	﹤0.01%	570
2024 Q2	$8.73K	Sell	683 -268	-28%	-$3.7K	﹤0.01%	439
2024 Q1	$14.5K	Buy	951 +268	+39%	+$3.73K	0.01%	331
2023 Q4	$9.17K	Buy	+683	New	+$8.44K	0.01%	437

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

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Fortitude Family Office's BANC Position: Q3 2026 in Review

Fortitude Family Office reduced its Banc of California (BANC) stake by 3.2% in Q3 2026, selling an estimated $116 and leaving 184 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Fortitude Family Office first reported a position in BANC in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5K in Q1 2024. 17 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

Fortitude Family Office held 184 shares of Banc of California worth $3.17K as of Q3 2026.
Fortitude Family Office sold 6 Banc of California shares in Q3 2026, an estimated $116.
Banc of California made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1799 holding.
Fortitude Family Office first reported a position in Banc of California in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Banc of California position peaked at $14.5K in Q1 2024.
17 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.