Jefferies Financial Group’s Banc of California BANC Stock Holding History

Jefferies Financial Group’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	$291K	Sell	14,267 -26,629	-65%	-$508K	﹤0.01%	1386
2026 Q1	$719K	Buy	40,896 +24,641	+152%	+$470K	﹤0.01%	1053
2025 Q4	$314K	Buy	+16,255	New	+$291K	﹤0.01%	1486
2025 Q2	–	Sell	-10,000	Closed	-$136K	–	1303
2025 Q1	$142K	Sell	10,000 -31,500	-76%	-$477K	﹤0.01%	1435
2024 Q4	$642K	Buy	41,500 +1,500	+4%	+$23.7K	﹤0.01%	1041
2024 Q3	$589K	Sell	40,000 -38,968	-49%	-$541K	﹤0.01%	940
2024 Q2	$1.01M	Buy	78,968 +38,968	+97%	+$539K	0.01%	745
2024 Q1	$608K	Buy	+40,000	New	+$556K	0.01%	991

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's BANC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Banc of California (BANC) stake by 65% in Q2 2026, selling an estimated $508K and leaving 14,267 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Jefferies Financial Group first reported a position in BANC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2024. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Jefferies Financial Group held 14,267 shares of Banc of California worth $291K as of Q2 2026.
Jefferies Financial Group sold 26,629 Banc of California shares in Q2 2026, an estimated $508K.
Banc of California made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1386 holding.
Jefferies Financial Group first reported a position in Banc of California in Q1 2024 and has held it in 8 quarters since.
Jefferies Financial Group's Banc of California position peaked at $1.01M in Q2 2024.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.