Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Banc of California BANC Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-258
Closed -$3.62K – 757
2025
Q2 		$3.62K Buy
+258
New +$3.52K ﹤0.01% 1271

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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's BANC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Banc of California (BANC) in Q3 2025, closing a stake of 258 shares — an estimated $3.62K sold.

Mount Yale Investment Advisors first reported a position in BANC in Q2 2025 and held it in 1 quarter. The position peaked at $3.62K in Q2 2025. 272 funds tracked by Wall St. Rank hold BANC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Banc of California position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 258 Banc of California shares in Q3 2025, an estimated $3.62K.
  • Mount Yale Investment Advisors first reported a position in Banc of California in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Banc of California position peaked at $3.62K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Banc of California as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.