WFC
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Western Financial Corp’s Banc of California BANC Stock Holding History

Western Financial Corp’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 		$1M Buy
48,997
+57
+0.1% +$1.09K 0.29% 59
2026
Q1 		$860K Buy
48,940
+44
+0.1% +$840 0.34% 61
2025
Q4 		$943K Buy
48,896
+51
+0.1% +$914 0.37% 60
2025
Q3 		$808K Buy
48,845
+60
+0.1% +$940 0.35% 71
2025
Q2 		$685K Sell
48,785
-6,510
-12% -$88.7K 0.37% 79
2025
Q1 		$785K Buy
55,295
+53
+0.1% +$802 0.46% 68
2024
Q4 		$854K Buy
55,242
+58
+0.1% +$915 0.47% 55
2024
Q3 		$813K Sell
55,184
-1,108
-2% -$15.4K 0.46% 66
2024
Q2 		$719K Buy
56,292
+57
+0.1% +$788 0.43% 65
2024
Q1 		$855K Sell
56,235
-5,617
-9% -$78.1K 0.52% 60
2023
Q4 		$831K Buy
+61,852
New +$764K 0.56% 40

Other funds holding BANC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Western Financial Corp's BANC Position: Q2 2026 in Review

Western Financial Corp increased its Banc of California (BANC) stake by 0.12% in Q2 2026, buying an estimated $1.09K and bringing the position to 48,997 shares worth $1M. The position accounts for 0.29% of the portfolio, ranked #59.

Western Financial Corp first reported a position in BANC in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • Western Financial Corp held 48,997 shares of Banc of California worth $1M as of Q2 2026.
  • Western Financial Corp bought 57 Banc of California shares in Q2 2026, an estimated $1.09K.
  • Banc of California made up 0.29% of Western Financial Corp's portfolio in Q2 2026, its #59 holding.
  • Western Financial Corp first reported a position in Banc of California in Q4 2023 and has held it in 11 quarters since.
  • 63 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.