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Principal Securities’s Banc of California BANC Stock Holding History

Principal Securities’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
Q4 		– Sell
-97
Closed -$1.6K – 1537
2025
Q3 		$1.6K Hold
97
– – ﹤0.01% 3283
2025
Q2 		$1.36K Sell
97
-265
-73% -$3.61K ﹤0.01% 3261
2025
Q1 		$5.6K Hold
362
– – ﹤0.01% 2735
2024
Q4 		$5.6K Sell
362
-76
-17% -$1.2K ﹤0.01% 2732
2024
Q3 		$6.45K Buy
438
+23
+6% +$319 ﹤0.01% 2587
2024
Q2 		$5.3K Sell
415
-135
-25% -$1.87K ﹤0.01% 2620
2024
Q1 		$8.37K Sell
550
-34
-6% -$473 ﹤0.01% 2425
2023
Q4 		$7.84K Buy
+584
New +$7.22K ﹤0.01% 2362

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Principal Securities's BANC Position: Q4 2025 in Review

Principal Securities sold out of Banc of California (BANC) in Q4 2025, closing a stake of 97 shares — an estimated $1.6K sold.

Principal Securities first reported a position in BANC in Q4 2023 and held it in 8 quarters. The position peaked at $8.37K in Q1 2024. 287 funds tracked by Wall St. Rank hold BANC as of Q4 2025.

  • Principal Securities reported no remaining Banc of California position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 97 Banc of California shares in Q4 2025, an estimated $1.6K.
  • Principal Securities first reported a position in Banc of California in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Banc of California position peaked at $8.37K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Banc of California as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.