UBS Group
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UBS Group’s Banc of California BANC Stock Holding History

UBS Group’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
2017
Q1 		– Sell
-4,800
Closed -$83K – 7632
2016
Q4 		$83K Buy
+4,800
New +$73.7K ﹤0.01% 5422
2015
Q1 		– Sell
-500
Closed -$6K – 8802
2014
Q4 		$6K Buy
+500
New +$5.68K ﹤0.01% 8803

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

UBS Group's BANC Position: Q2 2026 in Review

UBS Group reduced its Banc of California (BANC) stake by 52% in Q2 2026, selling an estimated $16.9M and leaving 815,928 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

UBS Group first reported a position in BANC in Q4 2014 and has held it in 47 quarters since. The position peaked at $29.9M in Q1 2026. 310 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • UBS Group held 815,928 shares of Banc of California worth $16.7M as of Q2 2026.
  • UBS Group sold 886,349 Banc of California shares in Q2 2026, an estimated $16.9M.
  • Banc of California made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2886 holding.
  • UBS Group first reported a position in Banc of California in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Banc of California position peaked at $29.9M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.