SVB Wealth’s Banc of California BANC Stock Holding History

SVB Wealth’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	–	Sell	-111	Closed	-$1.57K	–	605
2025 Q1	$1.57K	Buy	+111	New	+$1.68K	﹤0.01%	1277

Other funds holding BANC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's BANC Position: Q2 2025 in Review

SVB Wealth sold out of Banc of California (BANC) in Q2 2025, closing a stake of 111 shares — an estimated $1.57K sold.

SVB Wealth first reported a position in BANC in Q1 2025 and held it in 1 quarter. The position peaked at $1.57K in Q1 2025. 284 funds tracked by Wall St. Rank hold BANC as of Q2 2025.

SVB Wealth reported no remaining Banc of California position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 111 Banc of California shares in Q2 2025, an estimated $1.57K.
SVB Wealth first reported a position in Banc of California in Q1 2025 and held it in 1 quarter.
SVB Wealth's Banc of California position peaked at $1.57K in Q1 2025.
284 funds tracked by Wall St. Rank held Banc of California as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.