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IFP Advisors’s Banc of California BANC Stock Holding History

IFP Advisors’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
Q1 		$1.42K Hold
81
– – ﹤0.01% 4076
2025
Q4 		$1.56K Buy
81
+9
+13% +$161 ﹤0.01% 3923
2025
Q3 		$1.19K Buy
+72
New +$1.13K ﹤0.01% 3885
2025
Q2 		– Hold
0
– – – 2963
2025
Q1 		– Hold
0
– – – 4120
2024
Q4 		– Hold
0
– – – 4371
2024
Q1 		– Sell
-131
Closed -$1.76K – 3122
2023
Q4 		$1.76K Buy
+131
New +$1.62K ﹤0.01% 2707
2017
Q1 		– Sell
-86
Closed -$1K – 3986
2016
Q4 		$1K Sell
86
-72
-46% -$1.1K ﹤0.01% 3752
2016
Q3 		$3K Sell
158
-103
-39% -$2.14K ﹤0.01% 3425
2016
Q2 		$5K Buy
+261
New +$5.01K ﹤0.01% 3119
2016
Q1 		– Sell
-261
Closed -$4K – 2436
2015
Q4 		$4K Buy
+261
New +$3.6K ﹤0.01% 3054

Other funds holding BANC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return