Zacks Investment Management
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Zacks Investment Management’s Banc of California BANC Stock Holding History

Zacks Investment Management’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
2022
Q3 		– Sell
-106,359
Closed -$1.87M – 581
2022
Q2 		$1.87M Buy
106,359
+85,301
+405% +$1.56M 0.03% 263
2022
Q1 		$408K Buy
+21,058
New +$419K 0.01% 470
2017
Q2 		– Sell
-53,247
Closed -$1.1M – 591
2017
Q1 		$1.1M Buy
53,247
+18,403
+53% +$342K 0.03% 337
2016
Q4 		$605K Sell
34,844
-16,038
-32% -$246K 0.02% 417
2016
Q3 		$888K Sell
50,882
-5,222
-9% -$108K 0.03% 350
2016
Q2 		$1.01M Buy
56,104
+1,265
+2% +$24.3K 0.03% 317
2016
Q1 		$960K Buy
54,839
+1,261
+2% +$19K 0.03% 330
2015
Q4 		$783K Buy
53,578
+2,502
+5% +$34.5K 0.03% 347
2015
Q3 		$627K Buy
51,076
+7,228
+16% +$92.4K 0.02% 385
2015
Q2 		$603K Buy
43,848
+4,023
+10% +$52.7K 0.02% 405
2015
Q1 		$490K Buy
39,825
+15,302
+62% +$171K 0.02% 428
2014
Q4 		$281K Sell
24,523
-10,439
-30% -$118K 0.01% 519
2014
Q3 		$407K Buy
+34,962
New +$408K 0.01% 449

Other funds holding BANC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Zacks Investment Management's BANC Position: Q3 2022 in Review

Zacks Investment Management sold out of Banc of California (BANC) in Q3 2022, closing a stake of 106,359 shares — an estimated $1.87M sold.

Zacks Investment Management first reported a position in BANC in Q3 2014 and held it in 13 quarters. The position peaked at $1.87M in Q2 2022. 157 funds tracked by Wall St. Rank hold BANC as of Q3 2022.

  • Zacks Investment Management reported no remaining Banc of California position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 106,359 Banc of California shares in Q3 2022, an estimated $1.87M.
  • Zacks Investment Management first reported a position in Banc of California in Q3 2014 and held it in 13 quarters.
  • Zacks Investment Management's Banc of California position peaked at $1.87M in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Banc of California as of Q3 2022.

Based on Zacks Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.