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Godfrey Financial Associates’s Banc of California BANC Stock Holding History

Godfrey Financial Associates’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 		$756 Hold
37
– – ﹤0.01% 833
2026
Q1 		$650 Hold
37
– – ﹤0.01% 844
2025
Q4 		$714 Buy
+37
New +$663 ﹤0.01% 800

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Wellington Management Group
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Invesco
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Godfrey Financial Associates's BANC Position: Q2 2026 in Review

Godfrey Financial Associates held its Banc of California (BANC) position steady in Q2 2026 at 37 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Godfrey Financial Associates 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.

  • Godfrey Financial Associates held 37 shares of Banc of California worth $756 as of Q2 2026.
  • Godfrey Financial Associates left its Banc of California share count unchanged in Q2 2026.
  • Banc of California made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #833 holding.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.