UMB Bank’s Banc of California BANC Stock Holding History

UMB Bank’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 Q1	$14.5K	Buy	826 +209	+34%	+$3.99K	﹤0.01%	1710
2025 Q4	$11.9K	Buy	617 +200	+48%	+$3.58K	﹤0.01%	1751
2025 Q3	$6.9K	Buy	417 +142	+52%	+$2.22K	﹤0.01%	1796
2025 Q2	$3.86K	Sell	275 -563	-67%	-$7.67K	﹤0.01%	1888
2025 Q1	$11.9K	Buy	838 +206	+33%	+$3.12K	﹤0.01%	1485
2024 Q4	$9.77K	Buy	632 +176	+39%	+$2.78K	﹤0.01%	1479
2024 Q3	$6.72K	Hold	456	–	–	﹤0.01%	1630
2024 Q2	$5.83K	Hold	456	–	–	﹤0.01%	1388
2024 Q1	$6.94K	Buy	456 +56	+14%	+$779	﹤0.01%	1340
2023 Q4	$5.37K	Hold	400	–	–	﹤0.01%	1397
2023 Q3	$4.95K	Hold	400	–	–	﹤0.01%	1424
2023 Q2	$4.63K	Hold	400	–	–	﹤0.01%	1424
2023 Q1	$5.01K	Hold	400	–	–	﹤0.01%	1411
2022 Q4	$6K	Hold	400	–	–	﹤0.01%	1396
2022 Q3	$6K	Hold	400	–	–	﹤0.01%	1417
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	1482
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	1538
2021 Q4	$8K	Buy	+400	New	+$8.1K	﹤0.01%	1496

Other funds holding BANC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return