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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Partners Investment Advisory's BANC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Banc of California (BANC) position steady in Q1 2026 at 204 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

Steward Partners Investment Advisory first reported a position in BANC in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.22K in Q4 2024. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

Steward Partners Investment Advisory held 204 shares of Banc of California worth $3.59K as of Q1 2026.
Steward Partners Investment Advisory left its Banc of California share count unchanged in Q1 2026.
Banc of California made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3900 holding.
Steward Partners Investment Advisory first reported a position in Banc of California in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Banc of California position peaked at $8.22K in Q4 2024.
316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.