RFP
BANC icon

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
Q1 		$1.18K Buy
+67
New +$1.28K ﹤0.01% 2540

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's BANC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Banc of California (BANC) in Q1 2026: 67 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2540 among its holdings.

316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Root Financial Partners held 67 shares of Banc of California worth $1.18K as of Q1 2026.
  • Banc of California was a new Root Financial Partners position in Q1 2026.
  • Banc of California made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2540 holding.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.