SageView Advisory Group
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SageView Advisory Group’s Banc of California BANC Stock Holding History

SageView Advisory Group’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 		– Sell
-132
Closed -$2.55K – 745
2025
Q4 		$2.55K Buy
+132
New +$2.37K ﹤0.01% 2167

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SageView Advisory Group's BANC Position: Q1 2026 in Review

SageView Advisory Group sold out of Banc of California (BANC) in Q1 2026, closing a stake of 132 shares — an estimated $2.55K sold.

SageView Advisory Group first reported a position in BANC in Q4 2025 and held it in 1 quarter. The position peaked at $2.55K in Q4 2025. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • SageView Advisory Group reported no remaining Banc of California position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 132 Banc of California shares in Q1 2026, an estimated $2.55K.
  • SageView Advisory Group first reported a position in Banc of California in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Banc of California position peaked at $2.55K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.