Stifel Financial’s Banc of California BANC Stock Holding History

Stifel Financial’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	$250K	Sell	12,242 -167	-1%	-$3.18K	﹤0.01%	3384
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's BANC Position: Q2 2026 in Review

Stifel Financial reduced its Banc of California (BANC) stake by 1.3% in Q2 2026, selling an estimated $3.18K and leaving 12,242 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Stifel Financial first reported a position in BANC in Q2 2014 and has held it in 12 quarters since. The position peaked at $920K in Q1 2022. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

Stifel Financial held 12,242 shares of Banc of California worth $250K as of Q2 2026.
Stifel Financial sold 167 Banc of California shares in Q2 2026, an estimated $3.18K.
Banc of California made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3384 holding.
Stifel Financial first reported a position in Banc of California in Q2 2014 and has held it in 12 quarters since.
Stifel Financial's Banc of California position peaked at $920K in Q1 2022.
310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.