Skip to main content

Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

BANC holding history

Banc of California, Inc. in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BANC overviewAll 13F holders of BANCFull Q2 2026 holdings

Shares (Q2 2026)
225
Value
$4.60K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of BANC by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026225$4.60K<0.1%00.0%UnchangedHolders
Q1 2026225$3.96K<0.1%00.0%UnchangedHolders
Q4 2025225$4.34K<0.1%00.0%UnchangedHolders
Q3 2025225$3.72K<0.1%00.0%UnchangedHolders
Q2 2025225$3.16K<0.1%00.0%UnchangedHolders
Q1 2025225$3.19K<0.1%00.0%UnchangedHolders
Q4 2024225$3.48K<0.1%00.0%UnchangedHolders
Q3 2024225$3.31K<0.1%00.0%UnchangedHolders
Q2 2024225$2.88K<0.1%00.0%UnchangedHolders
Q1 2024225$3.42K<0.1%−225−50.0%ReducedHolders
Q4 2023450$6.04K<0.1%+225+100.0%AddedHolders
Q3 2023225$2.79K<0.1%+225NewHolders