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JFS Wealth Advisors’s Banc of California BANC Stock Holding History

JFS Wealth 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 		$411 Buy
+20
New +$381 ﹤0.01% 1999
2025
Q2 		– Sell
-29
Closed -$412 – 1879
2025
Q1 		$412 Hold
29
– – ﹤0.01% 1792
2024
Q4 		$449 Sell
29
-328
-92% -$5.18K ﹤0.01% 1793
2024
Q3 		$5.26K Hold
357
– – ﹤0.01% 1101
2024
Q2 		$4.56K Buy
357
+29
+9% +$401 ﹤0.01% 1102
2024
Q1 		$4.99K Hold
328
– – ﹤0.01% 1101
2023
Q4 		$4.41K Buy
+328
New +$4.05K ﹤0.01% 1114

Other funds holding BANC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors's BANC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Banc of California (BANC) in Q2 2026: 20 shares worth $411. The stake represents ﹤0.01% of the portfolio and ranks #1999 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BANC as recently as Q1 2025.

JFS Wealth Advisors first reported a position in BANC in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.26K in Q3 2024. 21 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • JFS Wealth Advisors held 20 shares of Banc of California worth $411 as of Q2 2026.
  • Banc of California was a new JFS Wealth Advisors position in Q2 2026.
  • Banc of California made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1999 holding.
  • JFS Wealth Advisors first reported a position in Banc of California in Q4 2023 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Banc of California position peaked at $5.26K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.