Wealth Enhancement Advisory Services
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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
Q3 		$258K Buy
+14,845
New +$287K ﹤0.01% 3508
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

Other funds holding BANC

OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's BANC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Banc of California (BANC) in Q3 2026: 14,845 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BANC as recently as Q1 2026.

Wealth Enhancement Advisory Services first reported a position in BANC in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2025. 17 funds tracked by Wall St. Rank hold BANC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,845 shares of Banc of California worth $258K as of Q3 2026.
  • Banc of California was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Banc of California made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3508 holding.
  • Wealth Enhancement Advisory Services first reported a position in Banc of California in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Banc of California position peaked at $376K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Banc of California as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.