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Twin Peaks Wealth Advisors’s Banc of California BANC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-130
Closed -$2.29K – 418
2026
Q1 		$2.29K Buy
+130
New +$2.48K ﹤0.01% 1665
2025
Q3 		– Sell
-156
Closed -$2.37K – 356
2025
Q2 		$2.37K Buy
+156
New +$2.13K ﹤0.01% 1575

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

Twin Peaks Wealth Advisors's BANC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Banc of California (BANC) in Q2 2026, closing a stake of 130 shares — an estimated $2.29K sold.

Twin Peaks Wealth Advisors first reported a position in BANC in Q2 2025 and held it in 2 quarters. The position peaked at $2.37K in Q2 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 130 Banc of California shares in Q2 2026, an estimated $2.29K.
  • Twin Peaks Wealth Advisors first reported a position in Banc of California in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Banc of California position peaked at $2.37K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.