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JPL Wealth Management’s Banc of California BANC Stock Holding History

JPL Wealth Management’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 		$9.6K Sell
470
-4
-0.8% -$76 ﹤0.01% 599
2026
Q1 		$8.33K Buy
+474
New +$9.05K ﹤0.01% 569
2025
Q4 		– Sell
-405
Closed -$6.7K – 213
2025
Q3 		$6.7K Buy
+405
New +$6.34K ﹤0.01% 609

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 $3.37T AUM 44.26% 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

JPL Wealth Management's BANC Position: Q2 2026 in Review

JPL Wealth Management reduced its Banc of California (BANC) stake by 0.84% in Q2 2026, selling an estimated $76 and leaving 470 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

JPL Wealth Management first reported a position in BANC in Q3 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • JPL Wealth Management held 470 shares of Banc of California worth $9.6K as of Q2 2026.
  • JPL Wealth Management sold 4 Banc of California shares in Q2 2026, an estimated $76.
  • Banc of California made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #599 holding.
  • JPL Wealth Management first reported a position in Banc of California in Q3 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.