NYLIM
BANC icon

New York Life Investment Management’s Banc of California BANC Stock Holding History

New York Life Investment Management’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
2023
Q1 		– Sell
-29,225
Closed -$466K – 1216
2022
Q4 		$466K Buy
29,225
+3,229
+12% +$52.8K 0.01% 972
2022
Q3 		$415K Buy
25,996
+1,908
+8% +$33.2K 0.01% 918
2022
Q2 		$424K Buy
+24,088
New +$439K ﹤0.01% 883

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New York Life Investment Management's BANC Position: Q1 2023 in Review

New York Life Investment Management sold out of Banc of California (BANC) in Q1 2023, closing a stake of 29,225 shares — an estimated $466K sold.

New York Life Investment Management first reported a position in BANC in Q2 2022 and held it in 3 quarters. The position peaked at $466K in Q4 2022. 181 funds tracked by Wall St. Rank hold BANC as of Q1 2023.

  • New York Life Investment Management reported no remaining Banc of California position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 29,225 Banc of California shares in Q1 2023, an estimated $466K.
  • New York Life Investment Management first reported a position in Banc of California in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Banc of California position peaked at $466K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Banc of California as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.