Massachusetts Financial Services
BANC icon

Massachusetts Financial Services’s Banc of California BANC Stock Holding History

Massachusetts Financial Services’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 		$13.4M Sell
764,938
-1,715,206
-69% -$32.7M ﹤0.01% 697
2025
Q4 		$47.8M Buy
2,480,144
+708,489
+40% +$12.7M 0.02% 483
2025
Q3 		$29.3M Sell
1,771,655
-32,137
-2% -$503K 0.01% 573
2025
Q2 		$25.3M Sell
1,803,792
-71,968
-4% -$981K 0.01% 580
2025
Q1 		$26.6M Sell
1,875,760
-354,709
-16% -$5.37M 0.01% 565
2024
Q4 		$34.5M Sell
2,230,469
-10,575
-0.5% -$167K 0.01% 523
2024
Q3 		$33M Sell
2,241,044
-63,109
-3% -$876K 0.01% 522
2024
Q2 		$29.4M Sell
2,304,153
-286,478
-11% -$3.96M 0.01% 533
2024
Q1 		$39.4M Buy
2,590,631
+299,090
+13% +$4.16M 0.01% 490
2023
Q4 		$30.8M Buy
2,291,541
+1,777,330
+346% +$22M 0.01% 524
2023
Q3 		$6.37M Buy
+514,211
New +$6.55M ﹤0.01% 646

Other funds holding BANC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return