PWPS
BANC icon

Pinnacle Wealth Planning Services’s Banc of California BANC Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.3K Buy
3,834
+84
+2% +$1.6K 0.01% 1008
2026
Q1 		$65.9K Buy
3,750
+351
+10% +$6.7K 0.01% 1037
2025
Q4 		$65.6K Buy
+3,399
New +$60.9K 0.01% 1023
2021
Q1 		– Sell
-375
Closed -$6K – 498
2020
Q4 		$6K Buy
+375
New +$4.9K ﹤0.01% 1571

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's BANC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Banc of California (BANC) stake by 2.2% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,834 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #1008.

Pinnacle Wealth Planning Services first reported a position in BANC in Q4 2020 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,834 shares of Banc of California worth $78.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 84 Banc of California shares in Q2 2026, an estimated $1.6K.
  • Banc of California made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1008 holding.
  • Pinnacle Wealth Planning Services first reported a position in Banc of California in Q4 2020 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.