PFC
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Phocas Financial Corp’s Banc of California BANC Stock Holding History

Phocas Financial Corp’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
Q2 		– Sell
-507,603
Closed -$6.36M – 188
2023
Q1 		$6.36M Buy
507,603
+4,942
+1% +$79.9K 0.91% 41
2022
Q4 		$8.01M Sell
502,661
-509
-0.1% -$8.32K 1.15% 20
2022
Q3 		$8.04M Buy
503,170
+17,731
+4% +$309K 1.24% 14
2022
Q2 		$8.55M Buy
485,439
+124,971
+35% +$2.28M 1.28% 7
2022
Q1 		$6.98M Sell
360,468
-5,952
-2% -$118K 0.87% 46
2021
Q4 		$7.19M Sell
366,420
-8,497
-2% -$172K 0.92% 40
2021
Q3 		$6.93M Sell
374,917
-116,300
-24% -$2.03M 0.88% 41
2021
Q2 		$8.62M Buy
491,217
+159,508
+48% +$2.85M 1.08% 23
2021
Q1 		$6M Buy
+331,709
New +$6.16M 0.79% 58

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return