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True Wealth Design’s Banc of California BANC Stock Holding History

True Wealth Design’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
Q3 		$4.19K Buy
243
+177
+268% +$3.42K ﹤0.01% 1407
2026
Q2 		$1.35K Hold
66
– – ﹤0.01% 1868
2026
Q1 		$1.16K Hold
66
– – ﹤0.01% 1750
2025
Q4 		$1.27K Hold
66
– – ﹤0.01% 1618
2025
Q3 		$1.09K Hold
66
– – ﹤0.01% 1716
2025
Q2 		$928 Sell
66
-12
-15% -$163 ﹤0.01% 1504
2025
Q1 		$1.11K Buy
+78
New +$1.18K ﹤0.01% 1229

Other funds holding BANC

OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

True Wealth Design's BANC Position: Q3 2026 in Review

True Wealth Design increased its Banc of California (BANC) stake by 268% in Q3 2026, buying an estimated $3.42K and bringing the position to 243 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

True Wealth Design first reported a position in BANC in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • True Wealth Design held 243 shares of Banc of California worth $4.19K as of Q3 2026.
  • True Wealth Design bought 177 Banc of California shares in Q3 2026, an estimated $3.42K.
  • Banc of California made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1407 holding.
  • True Wealth Design first reported a position in Banc of California in Q1 2025 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.