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Rothschild Investment LLC’s Banc of California BANC Stock Holding History

Rothschild Investment LLC’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 		$2.55K Sell
125
-262
-68% -$4.99K ﹤0.01% 2645
2026
Q1 		$6.8K Buy
387
+22
+6% +$420 ﹤0.01% 1897
2025
Q4 		$7.04K Buy
365
+148
+68% +$2.65K ﹤0.01% 1719
2025
Q3 		$3.59K Sell
217
-3
-1% -$47 ﹤0.01% 1870
2025
Q2 		$3.09K Sell
220
-60
-21% -$817 ﹤0.01% 1772
2025
Q1 		$3.97K Buy
280
+115
+70% +$1.74K ﹤0.01% 1543
2024
Q4 		$2.55K Buy
165
+75
+83% +$1.18K ﹤0.01% 1656
2024
Q3 		$1.33K Buy
90
+30
+50% +$416 ﹤0.01% 1961
2024
Q2 		$767 Buy
60
+50
+500% +$691 ﹤0.01% 1803
2024
Q1 		$152 Buy
+10
New +$139 ﹤0.01% 1892

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's BANC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Banc of California (BANC) stake by 68% in Q2 2026, selling an estimated $4.99K and leaving 125 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Rothschild Investment LLC first reported a position in BANC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.04K in Q4 2025. 113 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Rothschild Investment LLC held 125 shares of Banc of California worth $2.55K as of Q2 2026.
  • Rothschild Investment LLC sold 262 Banc of California shares in Q2 2026, an estimated $4.99K.
  • Banc of California made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2645 holding.
  • Rothschild Investment LLC first reported a position in Banc of California in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Banc of California position peaked at $7.04K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.