Banc of California, Inc.
BANC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001169770
In the last 90 days, Banc of California, Inc. insiders filed 0 open-market purchases and 2 sales; 310 institutions reported holding it in 13F filings for Q2 2026, worth $3.21B in total; no superinvestor holds it.
Other share classesBANC.PF
13F holders, Q1 2024
Institutional positions in Banc of California, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 272
- −12 vs. Q4 2023
- Shares held
- 148.3M
- +12.5M (+9.2%) vs. Q4 2023
- Total value
- $2.26B
- +$430.9M (+23.6%) vs. Q4 2023
- New holders
- 43
- 92 more added
- Sold out
- 55
- 84 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BANC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 310 | $3.21B |
| Q1 2026 | 317 | $2.68B |
| Q4 2025 | 287 | $2.85B |
| Q3 2025 | 272 | $2.49B |
| Q2 2025 | 285 | $2.14B |
| Q1 2025 | 279 | $2.26B |
| Q4 2024 | 283 | $2.38B |
| Q3 2024 | 268 | $2.24B |
| Q2 2024 | 261 | $2.00B |
| Q1 2024 | 272 | $2.26B |
| Q4 2023 | 287 | $1.83B |
| Q3 2023 | 184 | $730.3M |
| Q2 2023 | 169 | $595.8M |
| Q1 2023 | 183 | $681.2M |
| Q4 2022 | 157 | $863.9M |
| Q3 2022 | 158 | $889.0M |
| Q2 2022 | 168 | $994.1M |
| Q1 2022 | 171 | $1.13B |
| Q4 2021 | 164 | $1.14B |
| Q3 2021 | 146 | $916.8M |
| Q2 2021 | 143 | $864.7M |
| Q1 2021 | 146 | $857.8M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Banc of California, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −868−98.9% | Reduced |
| Lazard Asset Management LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $152 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 16 | $243 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $304 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 20 | $304 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $305 | 0.00% | −257−92.8% | Reduced |
| Quent Capital, LLC | 33 | $502 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 45 | $684 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $761 | 0.00% | +50 | New |
| Harbour Investments, Inc. | 52 | $791 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $852 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $989 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $991 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 102 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 82 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $1.35K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 109 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $1.73K | 0.00% | +114 | New |
| Beacon Capital Management, LLC | 119 | $1.81K | 0.00% | +119 | New |
| Parkside Financial Bank & Trust | 120 | $1.83K | 0.00% | −3−2.4% | Reduced |
| Creative Capital Management Investments LLC | 125 | $1.90K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $1.93K | 0.00% | +58+84.1% | Added |
| Ronald Blue Trust, Inc. | 130 | $1.98K | 0.00% | +130 | New |
| Federation des caisses Desjardins du Quebec | 131 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 147 | $2.14K | 0.00% | +3+2.1% | Added |
| Register Financial Advisors LLC | 163 | $2.48K | 0.00% | +163 | New |
| Allworth Financial LP | 195 | $2.97K | 0.00% | +71+57.3% | Added |
| Steward Partners Investment Advisory, LLC | 204 | $3.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 216 | $3.15K | 0.00% | −35−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 219 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 48,697 | $3.34K | 0.15% | +48,697 | New |
| Fortis Group Advisors, LLC | 225 | $3.42K | 0.00% | −225−50.0% | Reduced |
| Signaturefd, LLC | 273 | $4.15K | 0.00% | +273 | New |
| RFP Financial Group LLC | 299 | $4.55K | 0.00% | +2+0.7% | Added |
| JFS Wealth Advisors, LLC | 328 | $4.99K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 340 | $5.17K | 0.00% | +340 | New |
| CIBC Private Wealth Group, LLC | 378 | $5.51K | 0.00% | +378 | New |
| US Bancorp | 374 | $5.69K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 446 | $6.83K | 0.00% | −1−0.2% | Reduced |
| Umb Bank N A | 456 | $6.94K | 0.00% | +56+14.0% | Added |
| Parallel Advisors, LLC | 512 | $7.79K | 0.00% | +3+0.6% | Added |
| Principal Securities, Inc. | 550 | $8.37K | 0.00% | −34−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 692 | $9.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 651 | $9.90K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 870 | $13.2K | 0.00% | +33+3.9% | Added |
| Atwood & Palmer Inc | 918 | $14.0K | 0.00% | +262+39.9% | Added |
| Fortitude Family Office, LLC | 951 | $14.5K | 0.01% | +268+39.2% | Added |
| Versant Capital Management, Inc | 1,897 | $28.9K | 0.01% | −2−0.1% | Reduced |
| Riverview Trust Co | 1,916 | $29.1K | 0.02% | +1,916 | New |
| Caldwell Sutter Capital, Inc. | 2,000 | $30.4K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $30.4K | 0.02% | +2,000 | New |
| GAMMA Investing LLC | 2,930 | $44.6K | 0.01% | −822−21.9% | Reduced |
| Anchor Investment Management, LLC | 3,284 | $50.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,298 | $50.2K | 0.00% | +14+0.4% | Added |
| Montag A & Associates Inc | 3,570 | $54.7K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,941 | $59.9K | 0.05% | +3,941 | New |
| KBC Group NV | 4,260 | $65.0K | 0.00% | +1,489+53.7% | Added |
| LSV Asset Management | 4,500 | $68.0K | 0.00% | −478,185−99.1% | Reduced |
| Quadrant Capital Group LLC | 4,782 | $72.7K | 0.01% | +4,221+752.4% | Added |
| NBC Securities, Inc. | 4,930 | $74.0K | 0.01% | +4,930 | New |
| Danske Bank A/S | 5,204 | $79.2K | 0.00% | +5,204 | New |
| CWM, LLC | 6,471 | $98.0K | 0.00% | −314−4.6% | Reduced |
| Cutler Group LP | 6,970 | $106.0K | 0.05% | −440−5.9% | Reduced |
| Metropolitan Life Insurance Co | 7,426 | $112.9K | 0.00% | −53−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,068 | $123.0K | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 8,427 | $129.0K | 0.03% | +8,427 | New |
| Parallax Volatility Advisers, L.P. | 8,915 | $135.6K | 0.00% | −2,536−22.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 10,432 | $140.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,000 | $152.1K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,134 | $154.0K | 0.00% | −27,526−73.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,099 | $154.0K | 0.00% | −5,093−33.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,220 | $155.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,637 | $161.8K | 0.00% | −28,568−72.9% | Reduced |
| Destiny Capital Corp | 10,983 | $167.1K | 0.12% | 00.0% | Unchanged |
| Lincoln National Corp | 11,361 | $172.8K | 0.00% | +21+0.2% | Added |
| Kestra Advisory Services, LLC | 12,308 | $187.2K | 0.00% | −125−1.0% | Reduced |
| Mercer Global Advisors Inc | 12,518 | $190.0K | 0.00% | −7,061−36.1% | Reduced |
| Envestnet Asset Management Inc | 12,676 | $192.8K | 0.00% | +12,676 | New |
| Handelsbanken Fonder AB | 12,816 | $195.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 13,182 | $200.5K | 0.00% | −2,400−15.4% | Reduced |
| Ameritas Investment Partners, Inc. | 13,215 | $201.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,321 | $203.0K | 0.01% | −11−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,474 | $204.9K | 0.00% | −1,872−12.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,487 | $206.6K | 0.00% | −29,861−64.4% | Reduced |
| CIBC Asset Management Inc | 14,152 | $215.3K | 0.00% | +442+3.2% | Added |
| Advisor Group Holdings, Inc. | 14,153 | $215.3K | 0.00% | −786−5.3% | Reduced |
| Cerity Partners LLC | 14,630 | $222.5K | 0.00% | +14,630 | New |
| nVerses Capital, LLC | 15,100 | $229.7K | 0.55% | +15,100 | New |
| EMC Capital Management | 15,425 | $235.0K | 0.14% | +15,425 | New |
| Valeo Financial Advisors, LLC | 16,750 | $236.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 15,571 | $236.8K | 0.03% | +15,571 | New |
| Pensionmark Financial Group, LLC | 16,050 | $244.1K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,968 | $258.1K | 0.00% | +16,968 | New |
| Profund Advisors LLC | 17,421 | $265.0K | 0.01% | +17,421 | New |
| Pictet Asset Management Holding SA | 18,018 | $274.1K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,103 | $277.5K | 0.00% | +1,600+9.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,480 | $298.2K | 0.00% | −37,638−61.6% | Reduced |