GWM
BANC icon

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
Q3 		$259 Hold
15
– – ﹤0.01% 1041
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

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
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Gilpin Wealth Management's BANC Position: Q3 2026 in Review

Gilpin Wealth Management held its Banc of California (BANC) position steady in Q3 2026 at 15 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Gilpin Wealth Management first reported a position in BANC in Q4 2025 and has held it in 4 quarters since. The position peaked at $307 in Q2 2026. 17 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of Banc of California worth $259 as of Q3 2026.
  • Gilpin Wealth Management left its Banc of California share count unchanged in Q3 2026.
  • Banc of California made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1041 holding.
  • Gilpin Wealth Management first reported a position in Banc of California in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Banc of California position peaked at $307 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.