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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
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 $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

JPL Wealth Management's BANC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Banc of California (BANC) in Q1 2026: 474 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BANC as recently as Q3 2025.

JPL Wealth Management first reported a position in BANC in Q3 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • JPL Wealth Management held 474 shares of Banc of California worth $8.33K as of Q1 2026.
  • Banc of California was a new JPL Wealth Management position in Q1 2026.
  • Banc of California made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #569 holding.
  • JPL Wealth Management first reported a position in Banc of California in Q3 2025 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.