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 Q2	$490	Sell	24 -57	-70%	-$1.09K	﹤0.01%	4686
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's BANC Position: Q2 2026 in Review

IFP Advisors reduced its Banc of California (BANC) stake by 70% in Q2 2026, selling an estimated $1.09K and leaving 24 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #4686.

IFP Advisors first reported a position in BANC in Q4 2015 and has held it in 9 quarters since. The position peaked at $5K in Q2 2016. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

IFP Advisors held 24 shares of Banc of California worth $490 as of Q2 2026.
IFP Advisors sold 57 Banc of California shares in Q2 2026, an estimated $1.09K.
Banc of California made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4686 holding.
IFP Advisors first reported a position in Banc of California in Q4 2015 and has held it in 9 quarters since.
IFP Advisors's Banc of California position peaked at $5K in Q2 2016.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.