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Prestige Wealth Management Group’s Banc of California BANC Stock Holding History

Prestige Wealth Management Group’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
2025
Q2 		– Sell
-29
Closed -$415 – 1016
2025
Q1 		$415 Hold
29
– – ﹤0.01% 950
2024
Q4 		$452 Hold
29
– – ﹤0.01% 979
2024
Q3 		$431 Buy
+29
New +$402 ﹤0.01% 985

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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's BANC Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Banc of California (BANC) in Q2 2025, closing a stake of 29 shares — an estimated $415 sold.

Prestige Wealth Management Group first reported a position in BANC in Q3 2024 and held it in 3 quarters. The position peaked at $452 in Q4 2024. 284 funds tracked by Wall St. Rank hold BANC as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Banc of California position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Banc of California shares in Q2 2025, an estimated $415.
  • Prestige Wealth Management Group first reported a position in Banc of California in Q3 2024 and held it in 3 quarters.
  • Prestige Wealth Management Group's Banc of California position peaked at $452 in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Banc of California as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.