Root Financial Partners
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Root Financial Partners’s Banc of California BANC Stock Holding History

Root Financial Partners’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
Q3 		$6.39K Buy
+371
New +$7.17K ﹤0.01% 2130
2026
Q2 		– Sell
-67
Closed -$1.18K – 678
2026
Q1 		$1.18K Buy
+67
New +$1.28K ﹤0.01% 2540

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Root Financial Partners's BANC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Banc of California (BANC) in Q3 2026: 371 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #2130 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BANC as recently as Q1 2026.

Root Financial Partners first reported a position in BANC in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • Root Financial Partners held 371 shares of Banc of California worth $6.39K as of Q3 2026.
  • Banc of California was a new Root Financial Partners position in Q3 2026.
  • Banc of California made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2130 holding.
  • Root Financial Partners first reported a position in Banc of California in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.