Jones Financial Companies
BANC icon

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
Q2 		$208K Buy
10,018
+3,445
+52% +$65.7K ﹤0.01% 2562
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 $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

Jones Financial Companies's BANC Position: Q2 2026 in Review

Jones Financial Companies increased its Banc of California (BANC) stake by 52% in Q2 2026, buying an estimated $65.7K and bringing the position to 10,018 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Jones Financial Companies first reported a position in BANC in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Jones Financial Companies held 10,018 shares of Banc of California worth $208K as of Q2 2026.
  • Jones Financial Companies bought 3,445 Banc of California shares in Q2 2026, an estimated $65.7K.
  • Banc of California made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2562 holding.
  • Jones Financial Companies first reported a position in Banc of California in Q3 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.