Planned Solutions’s Banc of California BANC Stock Holding History

Planned Solutions’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
2024 Q1	–	Sell	-311	Closed	-$4.18K	–	132
2023 Q4	$4.18K	Buy	+311	New	+$3.84K	﹤0.01%	475

Other funds holding BANC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Planned Solutions's BANC Position: Q1 2024 in Review

Planned Solutions sold out of Banc of California (BANC) in Q1 2024, closing a stake of 311 shares — an estimated $4.18K sold.

Planned Solutions first reported a position in BANC in Q4 2023 and held it in 1 quarter. The position peaked at $4.18K in Q4 2023. 273 funds tracked by Wall St. Rank hold BANC as of Q1 2024.

Planned Solutions reported no remaining Banc of California position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 311 Banc of California shares in Q1 2024, an estimated $4.18K.
Planned Solutions first reported a position in Banc of California in Q4 2023 and held it in 1 quarter.
Planned Solutions's Banc of California position peaked at $4.18K in Q4 2023.
273 funds tracked by Wall St. Rank held Banc of California as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.