Jacobs Levy Equity Management’s Banc of California BANC Stock Holding History

Jacobs Levy Equity 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	$10.6M	Buy	521,185 +397,457	+321%	+$7.58M	0.04%	305
2026 Q1	$2.18M	Buy	123,728 +5,797	+5%	+$111K	0.01%	577
2025 Q4	$2.27M	Buy	+117,931	New	+$2.11M	0.01%	562
2025 Q3	–	Sell	-329,553	Closed	-$4.63M	–	970
2025 Q2	$4.63M	Hold	329,553	–	–	0.02%	451
2025 Q1	$4.68M	Sell	329,553 -78,340	-19%	-$1.19M	0.02%	471
2024 Q4	$6.31M	Buy	+407,893	New	+$6.44M	0.02%	385
2023 Q4	–	Sell	-139,448	Closed	-$1.73M	–	976
2023 Q3	$1.73M	Buy	139,448 +16,512	+13%	+$210K	0.01%	589
2023 Q2	$1.42M	Sell	122,936 -247,371	-67%	-$2.86M	0.01%	633
2023 Q1	$4.64M	Buy	370,307 +17,607	+5%	+$285K	0.03%	414
2022 Q4	$5.62M	Buy	352,700 +13,168	+4%	+$215K	0.04%	371
2022 Q3	$5.42M	Buy	339,532 +22,754	+7%	+$396K	0.04%	378
2022 Q2	$5.58M	Buy	316,778 +47,549	+18%	+$867K	0.04%	399
2022 Q1	$5.21M	Sell	269,229 -49,781	-16%	-$990K	0.04%	410
2021 Q4	$6.26M	Buy	319,010 +3,975	+1%	+$80.4K	0.04%	386
2021 Q3	$5.83M	Sell	315,035 -9,897	-3%	-$173K	0.04%	402
2021 Q2	$5.7M	Buy	324,932 +241,411	+289%	+$4.31M	0.04%	403
2021 Q1	$1.51M	Buy	+83,521	New	+$1.55M	0.01%	650
2020 Q2	–	Sell	-55,279	Closed	-$442K	–	1035
2020 Q1	$442K	Buy	+55,279	New	+$812K	0.01%	771

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

Jacobs Levy Equity Management's BANC Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Banc of California (BANC) stake by 321% in Q2 2026, buying an estimated $7.58M and bringing the position to 521,185 shares worth $10.6M. The position accounts for 0.04% of the portfolio, ranked #305.

Jacobs Levy Equity Management first reported a position in BANC in Q1 2020 and has held it in 18 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Jacobs Levy Equity Management held 521,185 shares of Banc of California worth $10.6M as of Q2 2026.
Jacobs Levy Equity Management bought 397,457 Banc of California shares in Q2 2026, an estimated $7.58M.
Banc of California made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #305 holding.
Jacobs Levy Equity Management first reported a position in Banc of California in Q1 2020 and has held it in 18 quarters since.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.