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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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's BANC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Banc of California (BANC) in Q2 2026, closing a stake of 16,064 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in BANC in Q4 2024 and held it in 6 quarters. The position peaked at $376K in Q4 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Banc of California position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,064 Banc of California shares in Q2 2026, an estimated $283K.
  • Wealth Enhancement Advisory Services first reported a position in Banc of California in Q4 2024 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Banc of California position peaked at $376K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.