TD Capital Management’s Banc of California BANC Stock Holding History

TD Capital Management’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	$1.41K	Hold	69	–	–	﹤0.01%	678
2026 Q1	$1.21K	Buy	69 +1	+1%	+$19	﹤0.01%	737
2025 Q4	$1.32K	Hold	68	–	–	﹤0.01%	647
2025 Q3	$1.12K	Buy	68 +1	+1%	+$16	﹤0.01%	623
2025 Q2	$947	Hold	67	–	–	﹤0.01%	630
2025 Q1	$950	Hold	67	–	–	﹤0.01%	558
2024 Q4	$1.03K	Buy	67 +1	+2%	+$16	﹤0.01%	531
2024 Q3	$973	Hold	66	–	–	﹤0.01%	421
2024 Q2	$838	Buy	66 +1	+2%	+$14	﹤0.01%	403
2024 Q1	$991	Hold	65	–	–	﹤0.01%	410
2023 Q4	$868	Buy	+65	New	+$803	﹤0.01%	388

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

TD Capital Management's BANC Position: Q2 2026 in Review

TD Capital Management held its Banc of California (BANC) position steady in Q2 2026 at 69 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

TD Capital Management first reported a position in BANC in Q4 2023 and has held it in 11 quarters since. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

TD Capital Management held 69 shares of Banc of California worth $1.41K as of Q2 2026.
TD Capital Management left its Banc of California share count unchanged in Q2 2026.
Banc of California made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #678 holding.
TD Capital Management first reported a position in Banc of California in Q4 2023 and has held it in 11 quarters since.
309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.