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Future Financial Wealth Management’s Banc of California BANC Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-2,000
Closed -$33.1K – 147
2025
Q3 		$33.1K Hold
2,000
– – 0.02% 296
2025
Q2 		$28.1K Hold
2,000
– – 0.02% 295
2025
Q1 		$28.4K Hold
2,000
– – 0.02% 290
2024
Q4 		$30.9K Hold
2,000
– – 0.02% 284
2024
Q3 		$29.5K Buy
+2,000
New +$27.8K 0.02% 299
2024
Q2 		– Sell
-2,000
Closed -$30.4K – 142
2024
Q1 		$30.4K Buy
+2,000
New +$27.8K 0.02% 309

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WP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Future Financial Wealth Management's BANC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Banc of California (BANC) in Q4 2025, closing a stake of 2,000 shares — an estimated $33.1K sold.

Future Financial Wealth Management first reported a position in BANC in Q1 2024 and held it in 6 quarters. The position peaked at $33.1K in Q3 2025. 287 funds tracked by Wall St. Rank hold BANC as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Banc of California position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,000 Banc of California shares in Q4 2025, an estimated $33.1K.
  • Future Financial Wealth Management first reported a position in Banc of California in Q1 2024 and held it in 6 quarters.
  • Future Financial Wealth Management's Banc of California position peaked at $33.1K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Banc of California as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.