WIA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return