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Plante Moran Financial Advisors’s Banc of California BANC Stock Holding History

Plante Moran Financial Advisors’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 		$245 Buy
+12
New +$229 ﹤0.01% 1382
2024
Q1 		– Sell
-985
Closed -$13.2K – 847
2023
Q4 		$13.2K Buy
+985
New +$12.2K ﹤0.01% 516

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's BANC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Banc of California (BANC) in Q2 2026: 12 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BANC as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in BANC in Q4 2023 and has held it in 2 quarters since. The position peaked at $13.2K in Q4 2023. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Plante Moran Financial Advisors held 12 shares of Banc of California worth $245 as of Q2 2026.
  • Banc of California was a new Plante Moran Financial Advisors position in Q2 2026.
  • Banc of California made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1382 holding.
  • Plante Moran Financial Advisors first reported a position in Banc of California in Q4 2023 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Banc of California position peaked at $13.2K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.