Jones Financial Companies
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Jones Financial Companies’s Banc of California BANC Stock Holding History

Jones Financial Companies’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
Q1 		$111K Buy
6,573
+1,330
+25% +$25.4K ﹤0.01% 2626
2025
Q4 		$101K Sell
5,243
-441
-8% -$7.9K ﹤0.01% 2215
2025
Q3 		$94.8K Buy
5,684
+344
+6% +$5.39K ﹤0.01% 2107
2025
Q2 		$75.1K Buy
5,340
+980
+22% +$13.4K ﹤0.01% 2058
2025
Q1 		$61.7K Buy
4,360
+786
+22% +$11.9K ﹤0.01% 1979
2024
Q4 		$55.3K Buy
3,574
+928
+35% +$14.6K ﹤0.01% 1840
2024
Q3 		$39.1K Buy
+2,646
New +$36.7K ﹤0.01% 1727

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jones Financial Companies's BANC Position: Q1 2026 in Review

Jones Financial Companies increased its Banc of California (BANC) stake by 25% in Q1 2026, buying an estimated $25.4K and bringing the position to 6,573 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Jones Financial Companies first reported a position in BANC in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Jones Financial Companies held 6,573 shares of Banc of California worth $111K as of Q1 2026.
  • Jones Financial Companies bought 1,330 Banc of California shares in Q1 2026, an estimated $25.4K.
  • Banc of California made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2626 holding.
  • Jones Financial Companies first reported a position in Banc of California in Q3 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.