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Gilpin Wealth Management’s Banc of California BANC Stock Holding History

Gilpin 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
2026
Q2 		$307 Buy
15
+1
+7% +$19 ﹤0.01% 820
2026
Q1 		$247 Hold
14
– – ﹤0.01% 807
2025
Q4 		$271 Buy
+14
New +$251 ﹤0.01% 573

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Dimensional Fund Advisors
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Vanguard Portfolio Management
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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 $1.88T AUM 44.46% 1-Year Est. Return

Gilpin Wealth Management's BANC Position: Q2 2026 in Review

Gilpin Wealth Management increased its Banc of California (BANC) stake by 7.1% in Q2 2026, buying an estimated $19 and bringing the position to 15 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Gilpin Wealth Management first reported a position in BANC in Q4 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Gilpin Wealth Management held 15 shares of Banc of California worth $307 as of Q2 2026.
  • Gilpin Wealth Management bought 1 Banc of California share in Q2 2026, an estimated $19.
  • Banc of California made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #820 holding.
  • Gilpin Wealth Management first reported a position in Banc of California in Q4 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.