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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's BANC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Banc of California (BANC) stake by 10% in Q1 2026, buying an estimated $6.7K and bringing the position to 3,750 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #1037.

Pinnacle Wealth Planning Services first reported a position in BANC in Q4 2020 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,750 shares of Banc of California worth $65.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 351 Banc of California shares in Q1 2026, an estimated $6.7K.
  • Banc of California made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1037 holding.
  • Pinnacle Wealth Planning Services first reported a position in Banc of California in Q4 2020 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.