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PU
Petiole USA’s
Banc of California
BANC
Stock Holding History
Petiole USA’s Portfolio
BANC Stock Details
BANC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.98M
Hold
397,167
–
–
4.88%
7
2025
Q4
$7.66M
Sell
397,167
-1
-0%
-$18
4.97%
5
2025
Q3
$6.57M
Buy
397,168
+1
+0%
+$16
4.54%
7
2025
Q2
$5.58M
Hold
397,167
–
–
3.95%
8
2025
Q1
$5.64M
Hold
397,167
–
–
3.98%
7
2024
Q4
$6.14M
Hold
397,167
–
–
3.86%
9
2024
Q3
$5.85M
Sell
397,167
-1
-0%
-$14
3.83%
9
2024
Q2
$5.08M
Hold
397,168
–
–
4.26%
6
2024
Q1
$6.04M
Hold
397,168
–
–
4.73%
3
2023
Q4
$5.33M
Hold
397,168
–
–
3.94%
8
2023
Q3
$4.92M
Hold
397,168
–
–
4.5%
4
2023
Q2
$4.6M
Hold
397,168
–
–
4.5%
5
2023
Q1
$4.98M
Sell
397,168
-70,000
-15%
-$1.13M
4.17%
5
2022
Q4
$7.44M
Hold
467,168
–
–
5.45%
1
2022
Q3
$7.46M
Hold
467,168
–
–
5.55%
1
2022
Q2
$8.23M
Hold
467,168
–
–
7.19%
1
2022
Q1
$9.04M
Buy
467,168
+1
+0%
+$20
7.01%
1
2021
Q4
$9.17M
Buy
+467,167
New
+$9.45M
6.58%
1
Other funds holding BANC
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$5.72T AUM
30.48%
1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
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
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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