Wealth Enhancement Advisory Services
BANC icon

Wealth Enhancement Advisory Services’s Banc of California BANC Stock Holding History

Wealth Enhancement Advisory Services’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
-16,064
Closed -$283K – 4142
2026
Q1 		$283K Sell
16,064
-2,647
-14% -$50.5K ﹤0.01% 2834
2025
Q4 		$376K Buy
18,711
+2,039
+12% +$36.5K ﹤0.01% 2715
2025
Q3 		$294K Buy
16,672
+3,279
+24% +$51.4K ﹤0.01% 2813
2025
Q2 		$198K Buy
13,393
+1,898
+17% +$25.9K ﹤0.01% 3004
2025
Q1 		$163K Sell
11,495
-2,082
-15% -$31.5K ﹤0.01% 2668
2024
Q4 		$210K Buy
+13,577
New +$214K ﹤0.01% 2661

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