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USA Financial Formulas’s Banc of California BANC Stock Holding History

USA Financial Formulas’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 		– Sell
-997
Closed -$19.2K – 450
2025
Q4 		$19.2K Buy
+997
New +$17.9K ﹤0.01% 266
2022
Q2 		– Sell
-5,218
Closed -$101K – 337
2022
Q1 		$101K Buy
+5,218
New +$104K 0.11% 89
2016
Q3 		– Sell
-12,576
Closed -$228K – 231
2016
Q2 		$228K Buy
+12,576
New +$241K 0.06% 191

Other funds holding BANC

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
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

USA Financial Formulas's BANC Position: Q1 2026 in Review

USA Financial Formulas sold out of Banc of California (BANC) in Q1 2026, closing a stake of 997 shares — an estimated $19.2K sold.

USA Financial Formulas first reported a position in BANC in Q2 2016 and held it in 3 quarters. The position peaked at $228K in Q2 2016. 316 funds tracked by Wall St. Rank hold BANC as of Q1 2026.

  • USA Financial Formulas reported no remaining Banc of California position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 997 Banc of California shares in Q1 2026, an estimated $19.2K.
  • USA Financial Formulas first reported a position in Banc of California in Q2 2016 and held it in 3 quarters.
  • USA Financial Formulas's Banc of California position peaked at $228K in Q2 2016.
  • 316 funds tracked by Wall St. Rank held Banc of California as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.