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Kula Investments’s Banc of California BANC Stock Holding History

Kula Investments’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
2023
Q1 		$807K Buy
+64,373
New +$1.04M 0.2% 184

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kula Investments's BANC Position: Q1 2023 in Review

Kula Investments opened a new position in Banc of California (BANC) in Q1 2023: 64,373 shares worth $807K. The stake represents 0.2% of the portfolio and ranks #184 among its holdings.

181 funds tracked by Wall St. Rank hold BANC as of Q1 2023.

  • Kula Investments held 64,373 shares of Banc of California worth $807K as of Q1 2023.
  • Banc of California was a new Kula Investments position in Q1 2023.
  • Banc of California made up 0.2% of Kula Investments's portfolio in Q1 2023, its #184 holding.
  • 181 funds tracked by Wall St. Rank held Banc of California as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.