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Larson Financial Group’s Banc of California BANC Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-144
Closed -$2.02K – 3446
2025
Q2 		$2.02K Buy
144
+127
+747% +$1.73K ﹤0.01% 2405
2025
Q1 		$241 Hold
17
– – ﹤0.01% 2748
2024
Q4 		$263 Hold
17
– – ﹤0.01% 2367
2024
Q3 		$250 Hold
17
– – ﹤0.01% 2296
2024
Q2 		$217 Buy
+17
New +$235 ﹤0.01% 2039

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's BANC Position: Q3 2025 in Review

Larson Financial Group sold out of Banc of California (BANC) in Q3 2025, closing a stake of 144 shares — an estimated $2.02K sold.

Larson Financial Group first reported a position in BANC in Q2 2024 and held it in 5 quarters. The position peaked at $2.02K in Q2 2025. 272 funds tracked by Wall St. Rank hold BANC as of Q3 2025.

  • Larson Financial Group reported no remaining Banc of California position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 144 Banc of California shares in Q3 2025, an estimated $2.02K.
  • Larson Financial Group first reported a position in Banc of California in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's Banc of California position peaked at $2.02K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Banc of California as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.