LPL Financial
BANC icon

LPL Financial’s Banc of California BANC Stock Holding History

LPL 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
2026
Q2 		$407K Sell
19,910
-57,279
-74% -$1.09M ﹤0.01% 5214
2026
Q1 		$1.36M Buy
77,189
+57,185
+286% +$1.09M ﹤0.01% 3877
2025
Q4 		$386K Buy
20,004
+1,322
+7% +$23.7K ﹤0.01% 4951
2025
Q3 		$309K Sell
18,682
-865
-4% -$13.5K ﹤0.01% 5030
2025
Q2 		$275K Sell
19,547
-212
-1% -$2.89K ﹤0.01% 4837
2025
Q1 		$280K Buy
19,759
+2,055
+12% +$31.1K ﹤0.01% 4623
2024
Q4 		$274K Sell
17,704
-2,094
-11% -$33K ﹤0.01% 4607
2024
Q3 		$292K Sell
19,798
-1,766
-8% -$24.5K ﹤0.01% 4450
2024
Q2 		$276K Buy
21,564
+1,673
+8% +$23.1K ﹤0.01% 4345
2024
Q1 		$303K Sell
19,891
-9,303
-32% -$129K ﹤0.01% 4188
2023
Q4 		$392K Buy
+29,194
New +$361K ﹤0.01% 3861
2018
Q1 		– Sell
-27,000
Closed -$558K – 3187
2017
Q4 		$558K Buy
+27,000
New +$564K ﹤0.01% 1964
2017
Q3 		– Sell
-30,400
Closed -$654K – 2868
2017
Q2 		$654K Buy
+30,400
New +$642K ﹤0.01% 1679

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

LPL Financial's BANC Position: Q2 2026 in Review

LPL Financial reduced its Banc of California (BANC) stake by 74% in Q2 2026, selling an estimated $1.09M and leaving 19,910 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #5214.

LPL Financial first reported a position in BANC in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.36M in Q1 2026. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • LPL Financial held 19,910 shares of Banc of California worth $407K as of Q2 2026.
  • LPL Financial sold 57,279 Banc of California shares in Q2 2026, an estimated $1.09M.
  • Banc of California made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5214 holding.
  • LPL Financial first reported a position in Banc of California in Q2 2017 and has held it in 13 quarters since.
  • LPL Financial's Banc of California position peaked at $1.36M in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.