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BFC Planning, Inc.’s Banc of California BANC Stock Holding History

BFC Planning, Inc.’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
Q2 		$40.9K Hold
2,000
– – ﹤0.01% 1661
2026
Q1 		$35.2K Hold
2,000
– – ﹤0.01% 1482
2025
Q4 		$38.6K Hold
2,000
– – ﹤0.01% 1475
2025
Q3 		$33.1K Hold
2,000
– – ﹤0.01% 1342
2025
Q2 		$28.1K Hold
2,000
– – ﹤0.01% 1354
2025
Q1 		$28.4K Sell
2,000
-500
-20% -$7.57K ﹤0.01% 1322
2024
Q4 		$38.6K Buy
+2,500
New +$39.5K ﹤0.01% 1216

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s BANC Position: Q2 2026 in Review

BFC Planning, Inc. held its Banc of California (BANC) position steady in Q2 2026 at 2,000 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

BFC Planning, Inc. first reported a position in BANC in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • BFC Planning, Inc. held 2,000 shares of Banc of California worth $40.9K as of Q2 2026.
  • BFC Planning, Inc. left its Banc of California share count unchanged in Q2 2026.
  • Banc of California made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1661 holding.
  • BFC Planning, Inc. first reported a position in Banc of California in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.