World Investment Advisors
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World Investment Advisors’s Banc of California BANC Stock Holding History

World Investment Advisors’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 		$395K Hold
22,477
– – 0.01% 1063
2026
Q1 		$395K Sell
22,477
-700
-3% -$13.4K 0.01% 1108
2025
Q4 		$447K Buy
23,177
+1
+0% +$18 0.01% 977
2025
Q3 		$384K Sell
23,176
-7,100
-23% -$111K 0.01% 898
2025
Q2 		$425K Buy
30,276
+6,294
+26% +$85.8K 0.01% 790
2025
Q1 		$340K Buy
23,982
+3,900
+19% +$59K 0.01% 827
2024
Q4 		$310K Buy
20,082
+2,000
+11% +$31.6K 0.01% 810
2024
Q3 		$266K Buy
18,082
+779
+5% +$10.8K 0.01% 775
2024
Q2 		$221K Buy
17,303
+1,253
+8% +$17.3K 0.01% 567
2024
Q1 		$244K Hold
16,050
– – 0.03% 342
2023
Q4 		$216K Buy
+16,050
New +$198K 0.03% 355

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

World Investment Advisors's BANC Position: Q2 2026 in Review

World Investment Advisors held its Banc of California (BANC) position steady in Q2 2026 at 22,477 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1063.

World Investment Advisors first reported a position in BANC in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 309 funds tracked by Wall St. Rank hold BANC as of Q2 2026.

  • World Investment Advisors held 22,477 shares of Banc of California worth $395K as of Q2 2026.
  • World Investment Advisors left its Banc of California share count unchanged in Q2 2026.
  • Banc of California made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1063 holding.
  • World Investment Advisors first reported a position in Banc of California in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Banc of California position peaked at $447K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Banc of California as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.