FFA
BANC icon

Founders Financial Alliance’s Banc of California BANC Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-840
Closed -$9K – 501
2020
Q3 		$9K Buy
+840
New +$9.08K 0.01% 781

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Founders Financial Alliance's BANC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Banc of California (BANC) in Q4 2020, closing a stake of 840 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in BANC in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 133 funds tracked by Wall St. Rank hold BANC as of Q4 2020.

  • Founders Financial Alliance reported no remaining Banc of California position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 840 Banc of California shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in Banc of California in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Banc of California position peaked at $9K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Banc of California as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.