MassMutual Private Wealth & Trust’s Banc of California BANC Stock Holding History

MassMutual Private Wealth & Trust’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	$347	Sell	17 -79	-82%	-$1.51K	﹤0.01%	2319
2026 Q1	$1.69K	Hold	96	–	–	﹤0.01%	2014
2025 Q4	$1.85K	Hold	96	–	–	﹤0.01%	2013
2025 Q3	$1.59K	Hold	96	–	–	﹤0.01%	2041
2025 Q2	$1.35K	Hold	96	–	–	﹤0.01%	2043
2025 Q1	$1.36K	Buy	96 +79	+465%	+$1.2K	﹤0.01%	2038
2024 Q4	$263	Hold	17	–	–	﹤0.01%	2230
2024 Q3	$250	Sell	17 -45	-73%	-$625	﹤0.01%	2073
2024 Q2	$792	Buy	+62	New	+$857	﹤0.01%	1870
2023 Q2	–	Sell	-265	Closed	-$3.32K	–	1913
2023 Q1	$3.32K	Buy	+265	New	+$4.28K	﹤0.01%	1269
2022 Q2	–	Sell	-255	Closed	-$5K	–	1512
2022 Q1	$5K	Sell	255 -24	-9%	-$477	﹤0.01%	906
2021 Q4	$5K	Buy	+279	New	+$5.65K	﹤0.01%	884

Other funds holding BANC

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's BANC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Banc of California (BANC) stake by 82% in Q2 2026, selling an estimated $1.51K and leaving 17 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

MassMutual Private Wealth & Trust first reported a position in BANC in Q4 2021 and has held it in 12 quarters since. The position peaked at $5K in Q1 2022. 63 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

MassMutual Private Wealth & Trust held 17 shares of Banc of California worth $347 as of Q2 2026.
MassMutual Private Wealth & Trust sold 79 Banc of California shares in Q2 2026, an estimated $1.51K.
Banc of California made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2319 holding.
MassMutual Private Wealth & Trust first reported a position in Banc of California in Q4 2021 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's Banc of California position peaked at $5K in Q1 2022.
63 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.