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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
Q2 		– Sell
-669
Closed -$11.8K – 1162
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's BANC Position: Q2 2026 in Review

Summit Securities Group sold out of Banc of California (BANC) in Q2 2026, closing a stake of 669 shares — an estimated $11.8K sold.

Summit Securities Group first reported a position in BANC in Q4 2024 and held it in 4 quarters. The position peaked at $97.4K in Q4 2024. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Summit Securities Group reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 669 Banc of California shares in Q2 2026, an estimated $11.8K.
  • Summit Securities Group first reported a position in Banc of California in Q4 2024 and held it in 4 quarters.
  • Summit Securities Group's Banc of California position peaked at $97.4K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.