TA
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Tectonic Advisors’s Banc of California BANC Stock Holding History

Tectonic Advisors’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 		$2.54M Sell
124,201
-45,918
-27% -$875K 0.12% 94
2026
Q1 		$2.99M Sell
170,119
-630
-0.4% -$12K 0.16% 87
2025
Q4 		$3.29M Buy
170,749
+51,656
+43% +$926K 0.17% 82
2025
Q3 		$1.97M Buy
119,093
+16,056
+16% +$251K 0.11% 107
2025
Q2 		$1.45M Sell
103,037
-30,279
-23% -$413K 0.08% 126
2025
Q1 		$1.89M Buy
133,316
+5,020
+4% +$76K 0.12% 104
2024
Q4 		$1.98M Buy
128,296
+7,722
+6% +$122K 0.13% 97
2024
Q3 		$1.78M Buy
120,574
+3,059
+3% +$42.5K 0.12% 106
2024
Q2 		$1.5M Buy
117,515
+25,250
+27% +$349K 0.11% 110
2024
Q1 		$1.4M Buy
+92,265
New +$1.28M 0.11% 110

Other funds holding BANC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return