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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

BANC holding history

Banc of California, Inc. in every 13F filed by Abound Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of BANC by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−13−100.0%Sold outHolders
Q4 202513$251<0.1%00.0%UnchangedHolders
Q3 202513$216<0.1%00.0%UnchangedHolders
Q2 202513$183<0.1%00.0%UnchangedHolders
Q1 202513$185<0.1%−5−27.8%ReducedHolders
Q4 202418$279<0.1%+18NewHolders