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Sheets Smith Wealth Management’s Banc of California BANC Stock Holding History

Sheets Smith Wealth Management’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 		$679K Hold
33,241
– – 0.07% 263
2026
Q1 		$584K Sell
33,241
-95
-0.3% -$1.81K 0.07% 264
2025
Q4 		$643K Hold
33,336
– – 0.07% 244
2025
Q3 		$552K Buy
+33,336
New +$522K 0.06% 271

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's BANC Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Banc of California (BANC) position steady in Q2 2026 at 33,241 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #263.

Sheets Smith Wealth Management first reported a position in BANC in Q3 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Sheets Smith Wealth Management held 33,241 shares of Banc of California worth $679K as of Q2 2026.
  • Sheets Smith Wealth Management left its Banc of California share count unchanged in Q2 2026.
  • Banc of California made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Sheets Smith Wealth Management first reported a position in Banc of California in Q3 2025 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.