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
2025 Q2	$7.47K	Hold
2025 Q1	$7.55K	Hold
2024 Q4	$8.22K	Hold
2024 Q3	$7.84K	Buy
2024 Q2	$2.61K	Hold
2024 Q1	$3.1K	Hold
2023 Q4	$2.74K	Buy