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, Q2 2024
Institutional positions in Banc of California, Inc. as of Jun 30, 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
- 261
- −9 vs. Q1 2024
- Shares held
- 156.3M
- +8.16M (+5.5%) vs. Q1 2024
- Total value
- $2.00B
- −$254.8M (−11.3%) vs. Q1 2024
- New holders
- 29
- 100 more added
- Sold out
- 38
- 80 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Banc of California, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1 | $8 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $52 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 7 | $89 | 0.00% | −45−86.5% | Reduced |
| AdvisorNet Financial, Inc | 16 | $204 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $217 | 0.00% | +17 | New |
| GPS Wealth Strategies Group, LLC | 20 | $256 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 20 | $256 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 33 | $422 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $767 | 0.00% | +50+500.0% | Added |
| Massmutual Trust Co FSB | 62 | $792 | 0.00% | +62 | New |
| Spire Wealth Management | 65 | $831 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 66 | $838 | 0.00% | +1+1.5% | Added |
| Ogorek Anthony Joseph | 102 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 82 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $1.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 119 | $1.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $1.53K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 125 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $1.62K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 131 | $1.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 144 | $1.84K | 0.00% | +30+26.3% | Added |
| Cornerstone Planning Group LLC | 148 | $1.85K | 0.00% | +1+0.7% | Added |
| Register Financial Advisors LLC | 164 | $2.10K | 0.00% | +1+0.6% | Added |
| Ronald Blue Trust, Inc. | 158 | $2.40K | 0.00% | +28+21.5% | Added |
| Steward Partners Investment Advisory, LLC | 204 | $2.61K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 182 | $2.62K | 0.00% | −13−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 210 | $2.68K | 0.00% | −9−4.1% | Reduced |
| Fortis Group Advisors, LLC | 225 | $2.88K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 301 | $3.85K | 0.00% | +2+0.7% | Added |
| Farther Finance Advisors, LLC | 302 | $3.87K | 0.00% | +86+39.8% | Added |
| Quarry LP | 339 | $4.33K | 0.00% | +339 | New |
| JFS Wealth Advisors, LLC | 357 | $4.56K | 0.00% | +29+8.8% | Added |
| Principal Securities, Inc. | 415 | $5.30K | 0.00% | −135−24.5% | Reduced |
| Innealta Capital, LLC | 436 | $5.57K | 0.00% | +436 | New |
| Nisa Investment Advisors, LLC | 446 | $5.74K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 456 | $5.83K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 470 | $5.88K | 0.00% | +92+24.3% | Added |
| Parallel Advisors, LLC | 516 | $6.59K | 0.00% | +4+0.8% | Added |
| Global Retirement Partners, LLC | 651 | $8.32K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 656 | $8.38K | 0.00% | −262−28.5% | Reduced |
| Fortitude Family Office, LLC | 683 | $8.73K | 0.00% | −268−28.2% | Reduced |
| EverSource Wealth Advisors, LLC | 692 | $9.67K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 872 | $11.1K | 0.00% | +872 | New |
| Signaturefd, LLC | 1,148 | $14.7K | 0.00% | +875+320.5% | Added |
| Smartleaf Asset Management LLC | 1,192 | $14.8K | 0.00% | +1,192 | New |
| Versant Capital Management, Inc | 1,258 | $16.1K | 0.00% | −639−33.7% | Reduced |
| US Bancorp | 1,674 | $21.4K | 0.00% | +1,300+347.6% | Added |
| EntryPoint Capital, LLC | 1,777 | $22.7K | 0.01% | +1,777 | New |
| Riverview Trust Co | 1,916 | $24.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,000 | $25.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,143 | $27.4K | 0.00% | +1,273+146.3% | Added |
| GAMMA Investing LLC | 2,271 | $29.0K | 0.00% | −659−22.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,284 | $42.0K | 0.00% | −14−0.4% | Reduced |
| Anchor Investment Management, LLC | 3,284 | $42.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,570 | $46.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,260 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,504 | $57.6K | 0.00% | −278−5.8% | Reduced |
| LSV Asset Management | 4,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,204 | $66.5K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,305 | $80.6K | 0.00% | +6,305 | New |
| CWM, LLC | 6,582 | $84.0K | 0.00% | +111+1.7% | Added |
| Public Employees Retirement Association of Colorado | 8,068 | $103.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,000 | $127.8K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,220 | $130.6K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,339 | $132.1K | 0.00% | +10,339 | New |
| Bleakley Financial Group, LLC | 10,339 | $132.1K | 0.00% | +10,339 | New |
| nVerses Capital, LLC | 10,500 | $134.2K | 0.08% | −4,600−30.5% | Reduced |
| Destiny Capital Corp | 10,983 | $140.4K | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,438 | $146.2K | 0.01% | −10,631−48.2% | Reduced |
| Independent Financial Group, LLC | 11,655 | $149.0K | 0.01% | +11,655 | New |
| The PNC Financial Services Group, Inc. | 12,539 | $160.2K | 0.00% | −935−6.9% | Reduced |
| Occudo Quantitative Strategies LP | 12,709 | $162.4K | 0.03% | +12,709 | New |
| Handelsbanken Fonder AB | 12,816 | $164.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 13,000 | $166.1K | 0.00% | +13,000 | New |
| Mercer Global Advisors Inc | 13,105 | $167.5K | 0.00% | +587+4.7% | Added |
| Ameritas Investment Partners, Inc. | 13,215 | $168.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,487 | $172.4K | 0.00% | +811+6.4% | Added |
| Raymond James & Associates | 13,602 | $173.8K | 0.00% | +420+3.2% | Added |
| Algert Global LLC | 14,225 | $181.8K | 0.01% | +14,225 | New |
| Everence Capital Management Inc | 13,321 | $182.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,582 | $186.4K | 0.00% | +430+3.0% | Added |
| Advisor Group Holdings, Inc. | 14,587 | $186.4K | 0.00% | +434+3.1% | Added |
| EMC Capital Management | 15,425 | $197.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,780 | $201.7K | 0.01% | −1,641−9.4% | Reduced |
| Valeo Financial Advisors, LLC | 16,422 | $209.9K | 0.01% | −328−2.0% | Reduced |
| Whittier Trust Co | 16,474 | $210.5K | 0.00% | −6,107−27.0% | Reduced |
| Quadrature Capital Ltd | 17,037 | $217.9K | 0.00% | +17,037 | New |
| Raymond James Financial Services Advisors, Inc. | 17,273 | $220.7K | 0.00% | −81,512−82.5% | Reduced |
| Pensionmark Financial Group, LLC | 17,303 | $221.1K | 0.01% | +1,253+7.8% | Added |
| Pictet Asset Management Holding SA | 18,018 | $230.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,022 | $230.9K | 0.00% | −81−0.4% | Reduced |
| Mariner, LLC | 18,860 | $240.5K | 0.00% | −12,916−40.6% | Reduced |
| FMR LLC | 19,533 | $249.6K | 0.00% | −4,005−17.0% | Reduced |
| Sherbrooke Park Advisers LLC | 20,421 | $261.0K | 0.05% | +20,421 | New |
| Creative Planning | 20,910 | $267.2K | 0.00% | −583−2.7% | Reduced |
| Teza Capital Management LLC | 21,121 | $269.9K | 0.03% | +5,550+35.6% | Added |
| ProShare Advisors LLC | 21,162 | $270.4K | 0.00% | −6,539−23.6% | Reduced |
| LPL Financial LLC | 21,564 | $275.6K | 0.00% | +1,673+8.4% | Added |
| Amundi | 21,226 | $275.7K | 0.00% | −3,868−15.4% | Reduced |