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Precision Wealth Strategies’s Banc of California BANC Stock Holding History

Precision Wealth Strategies’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 		– Sell
-28,292
Closed -$497K – 172
2026
Q1 		$497K Buy
+28,292
New +$540K 0.17% 125

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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

Precision Wealth Strategies's BANC Position: Q2 2026 in Review

Precision Wealth Strategies sold out of Banc of California (BANC) in Q2 2026, closing a stake of 28,292 shares — an estimated $497K sold.

Precision Wealth Strategies first reported a position in BANC in Q1 2026 and held it in 1 quarter. The position peaked at $497K in Q1 2026. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Precision Wealth Strategies reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 28,292 Banc of California shares in Q2 2026, an estimated $497K.
  • Precision Wealth Strategies first reported a position in Banc of California in Q1 2026 and held it in 1 quarter.
  • Precision Wealth Strategies's Banc of California position peaked at $497K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.