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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
2025
Q3 		– Sell
-80,000
Closed -$1.12M – 1456
2025
Q2 		$1.12M Hold
80,000
– – 0.01% 702
2025
Q1 		$1.14M Hold
80,000
– – 0.01% 760
2024
Q4 		$1.24M Buy
+80,000
New +$1.26M 0.01% 813

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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.