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Spire Wealth Management’s Banc of California BANC Stock Holding History

Spire 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
2025
Q2 		– Sell
-65
Closed -$922 – 2391
2025
Q1 		$922 Hold
65
– – ﹤0.01% 2402
2024
Q4 		$1K Hold
65
– – ﹤0.01% 2370
2024
Q3 		$957 Hold
65
– – ﹤0.01% 2099
2024
Q2 		$831 Hold
65
– – ﹤0.01% 2141
2024
Q1 		$989 Hold
65
– – ﹤0.01% 2204
2023
Q4 		$814 Buy
+65
New +$803 ﹤0.01% 2294

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Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's BANC Position: Q2 2025 in Review

Spire Wealth Management sold out of Banc of California (BANC) in Q2 2025, closing a stake of 65 shares — an estimated $922 sold.

Spire Wealth Management first reported a position in BANC in Q4 2023 and held it in 6 quarters. The position peaked at $1K in Q4 2024. 284 funds tracked by Wall St. Rank hold BANC as of Q2 2025.

  • Spire Wealth Management reported no remaining Banc of California position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 65 Banc of California shares in Q2 2025, an estimated $922.
  • Spire Wealth Management first reported a position in Banc of California in Q4 2023 and held it in 6 quarters.
  • Spire Wealth Management's Banc of California position peaked at $1K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Banc of California as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.