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
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

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