Rise Advisors’s Banc of California BANC Stock Holding History

Rise 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
2025 Q4	–	Sell	-35	Closed	-$579	–	234
2025 Q3	$579	Hold	35	–	–	﹤0.01%	1376
2025 Q2	$492	Buy	+35	New	+$477	﹤0.01%	1422

Other funds holding BANC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Rise Advisors's BANC Position: Q4 2025 in Review

Rise Advisors sold out of Banc of California (BANC) in Q4 2025, closing a stake of 35 shares — an estimated $579 sold.

Rise Advisors first reported a position in BANC in Q2 2025 and held it in 2 quarters. The position peaked at $579 in Q3 2025. 287 funds tracked by Wall St. Rank hold BANC as of Q4 2025.

Rise Advisors reported no remaining Banc of California position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 35 Banc of California shares in Q4 2025, an estimated $579.
Rise Advisors first reported a position in Banc of California in Q2 2025 and held it in 2 quarters.
Rise Advisors's Banc of California position peaked at $579 in Q3 2025.
287 funds tracked by Wall St. Rank held Banc of California as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.