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Stifel Financial’s
Banc of California
BANC
Stock Holding History
Stifel Financial’s Portfolio
BANC Stock Details
BANC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$218K
Sell
12,409
-17
-0.1%
-$324
﹤0.01%
3374
2025
Q4
$240K
Buy
12,426
+448
+4%
+$8.03K
﹤0.01%
3289
2025
Q3
$198K
Buy
11,978
+430
+4%
+$6.73K
﹤0.01%
3348
2025
Q2
$162K
Buy
+11,548
New
+$157K
﹤0.01%
3297
2023
Q3
–
Sell
-60,100
Closed
-$696K
–
3288
2023
Q2
$696K
Hold
60,100
–
–
﹤0.01%
2311
2023
Q1
$753K
Buy
+60,100
New
+$971K
﹤0.01%
2251
2022
Q3
–
Sell
-47,500
Closed
-$837K
–
3283
2022
Q2
$837K
Hold
47,500
–
–
﹤0.01%
2130
2022
Q1
$920K
Buy
+47,500
New
+$944K
﹤0.01%
2170
2015
Q1
–
Sell
-35,000
Closed
-$401K
–
2310
2014
Q4
$401K
Buy
35,000
+5,000
+17%
+$56.8K
﹤0.01%
1721
2014
Q3
$349K
Sell
30,000
-20,000
-40%
-$233K
﹤0.01%
1721
2014
Q2
$545K
Buy
+50,000
New
+$571K
﹤0.01%
1438
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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