Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Banc of California BANC Stock Holding History

Steward Partners Investment Advisory’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 		$4.17K Hold
204
– – ﹤0.01% 4036
2026
Q1 		$3.59K Hold
204
– – ﹤0.01% 3900
2025
Q4 		$3.94K Hold
204
– – ﹤0.01% 3765
2025
Q3 		$3.38K Sell
204
-328
-62% -$5.14K ﹤0.01% 3773
2025
Q2 		$7.47K Hold
532
– – ﹤0.01% 3335
2025
Q1 		$7.55K Hold
532
– – ﹤0.01% 3221
2024
Q4 		$8.22K Hold
532
– – ﹤0.01% 3178
2024
Q3 		$7.84K Buy
532
+328
+161% +$4.55K ﹤0.01% 3042
2024
Q2 		$2.61K Hold
204
– – ﹤0.01% 3232
2024
Q1 		$3.1K Hold
204
– – ﹤0.01% 3185
2023
Q4 		$2.74K Buy
+204
New +$2.52K ﹤0.01% 3147

Other funds holding BANC

BlackRock
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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

Steward Partners Investment Advisory's BANC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Banc of California (BANC) position steady in Q2 2026 at 204 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4036.

Steward Partners Investment Advisory first reported a position in BANC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.22K in Q4 2024. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Steward Partners Investment Advisory held 204 shares of Banc of California worth $4.17K as of Q2 2026.
  • Steward Partners Investment Advisory left its Banc of California share count unchanged in Q2 2026.
  • Banc of California made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4036 holding.
  • Steward Partners Investment Advisory first reported a position in Banc of California in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Banc of California position peaked at $8.22K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.