SSG
BANC icon

Summit Securities Group’s Banc of California BANC Stock Holding History

Summit Securities Group’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 		$11.8K Buy
669
+369
+123% +$7.04K ﹤0.01% 635
2025
Q4 		$5.79K Sell
300
-3,970
-93% -$71.1K ﹤0.01% 929
2025
Q3 		$70.7K Buy
+4,270
New +$66.9K 0.01% 475
2025
Q1 		– Sell
-6,300
Closed -$97.4K – 803
2024
Q4 		$97.4K Buy
+6,300
New +$99.4K 0.02% 232

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Securities Group's BANC Position: Q1 2026 in Review

Summit Securities Group increased its Banc of California (BANC) stake by 123% in Q1 2026, buying an estimated $7.04K and bringing the position to 669 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Summit Securities Group first reported a position in BANC in Q4 2024 and has held it in 4 quarters since. The position peaked at $97.4K in Q4 2024. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • Summit Securities Group held 669 shares of Banc of California worth $11.8K as of Q1 2026.
  • Summit Securities Group bought 369 Banc of California shares in Q1 2026, an estimated $7.04K.
  • Banc of California made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #635 holding.
  • Summit Securities Group first reported a position in Banc of California in Q4 2024 and has held it in 4 quarters since.
  • Summit Securities Group's Banc of California position peaked at $97.4K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.