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Private Wealth Asset Management’s Banc of California BANC Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-14
Closed -$270 – 946
2025
Q4 		$270 Hold
14
– – ﹤0.01% 947
2025
Q3 		$232 Hold
14
– – ﹤0.01% 962
2025
Q2 		$197 Hold
14
– – ﹤0.01% 979
2025
Q1 		$199 Buy
+14
New +$212 ﹤0.01% 1086

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Wealth Asset Management's BANC Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Banc of California (BANC) in Q1 2026, closing a stake of 14 shares — an estimated $270 sold.

Private Wealth Asset Management first reported a position in BANC in Q1 2025 and held it in 4 quarters. The position peaked at $270 in Q4 2025. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Banc of California position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 14 Banc of California shares in Q1 2026, an estimated $270.
  • Private Wealth Asset Management first reported a position in Banc of California in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Banc of California position peaked at $270 in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.