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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
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: Q2 2026 in Review

Root Financial Partners sold out of Banc of California (BANC) in Q2 2026, closing a stake of 67 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in BANC in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Root Financial Partners reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 Banc of California shares in Q2 2026, an estimated $1.18K.
  • Root Financial Partners first reported a position in Banc of California in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Banc of California position peaked at $1.18K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.