LifeSteps Financial’s Banc of California BANC Stock Holding History

LifeSteps Financial’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
2024 Q2	–	Sell	-3,941	Closed	-$59.9K	–	114
2024 Q1	$59.9K	Buy	+3,941	New	+$54.8K	0.05%	145

Other funds holding BANC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

LifeSteps Financial's BANC Position: Q2 2024 in Review

LifeSteps Financial sold out of Banc of California (BANC) in Q2 2024, closing a stake of 3,941 shares — an estimated $59.9K sold.

LifeSteps Financial first reported a position in BANC in Q1 2024 and held it in 1 quarter. The position peaked at $59.9K in Q1 2024. 261 funds tracked by Wall St. Rank hold BANC as of Q2 2024.

LifeSteps Financial reported no remaining Banc of California position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 3,941 Banc of California shares in Q2 2024, an estimated $59.9K.
LifeSteps Financial first reported a position in Banc of California in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Banc of California position peaked at $59.9K in Q1 2024.
261 funds tracked by Wall St. Rank held Banc of California as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.