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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 21 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.
21 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.