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Wealthspire Advisors (New York)’s Banc of California BANC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-713
Closed -$11.8K – 1201
2025
Q3 		$11.8K Buy
+713
New +$11.2K ﹤0.01% 1933

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State Street
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Invesco
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Wealthspire Advisors (New York)'s BANC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Banc of California (BANC) in Q4 2025, closing a stake of 713 shares — an estimated $11.8K sold.

Wealthspire Advisors (New York) first reported a position in BANC in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 287 funds tracked by Wall St. Rank hold BANC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Banc of California position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 713 Banc of California shares in Q4 2025, an estimated $11.8K.
  • Wealthspire Advisors (New York) first reported a position in Banc of California in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Banc of California position peaked at $11.8K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Banc of California as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.