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, Q3 2024
Institutional positions in Banc of California, Inc. as of Sep 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
- 268
- +8 vs. Q2 2024
- Shares held
- 152.1M
- +17.6M (+13.1%) vs. Q2 2024
- Total value
- $2.24B
- +$522.1M (+30.4%) vs. Q2 2024
- New holders
- 35
- 79 more added
- Sold out
- 27
- 100 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Banc of California, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Hemington Wealth Management | 30 | $0 | 0.00% | +30 | New |
| Emerald Mutual Fund Advisers Trust | 0 | $2 | 0.00% | −518,511−100.0% | Reduced |
| Federated Hermes, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $15 | 0.00% | −3−75.0% | Reduced |
| Harbour Investments, Inc. | 7 | $103 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 14 | $207 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 16 | $236 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $250 | 0.00% | −45−72.6% | Reduced |
| Larson Financial Group LLC | 17 | $250 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $295 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $431 | 0.00% | +29 | New |
| Quent Capital, LLC | 33 | $486 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 65 | $957 | 0.00% | −17−20.7% | Reduced |
| Spire Wealth Management | 65 | $957 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 66 | $972 | 0.00% | +66 | New |
| TD Capital Management LLC | 66 | $973 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 103 | $1.00K | 0.00% | +1+1.0% | Added |
| Farmers & Merchants Investments Inc | 89 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $1.33K | 0.00% | +30+50.0% | Added |
| Allspring Global Investments Holdings, LLC | 97 | $1.43K | 0.00% | +97 | New |
| Hexagon Capital Partners LLC | 104 | $1.53K | 0.00% | +104 | New |
| Beacon Capital Management, LLC | 119 | $1.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $1.77K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 125 | $1.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $1.87K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 131 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 169 | $2.00K | 0.00% | +169 | New |
| Optiver Holding B.V. | 152 | $2.24K | 0.00% | −720−82.6% | Reduced |
| Cornerstone Planning Group LLC | 148 | $2.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 182 | $2.68K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 225 | $3.31K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 301 | $4.43K | 0.00% | −1−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 357 | $5.26K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 374 | $5.51K | 0.00% | −1,300−77.7% | Reduced |
| CIBC Private Wealth Group, LLC | 378 | $5.57K | 0.00% | −92−19.6% | Reduced |
| Principal Securities, Inc. | 438 | $6.45K | 0.00% | +23+5.5% | Added |
| Nisa Investment Advisors, LLC | 446 | $6.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 456 | $6.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 520 | $7.66K | 0.00% | +4+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 532 | $7.84K | 0.00% | +328+160.8% | Added |
| Global Retirement Partners, LLC | 651 | $9.59K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 656 | $9.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 683 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 793 | $10.1K | 0.00% | +635+401.9% | Added |
| EverSource Wealth Advisors, LLC | 692 | $10.2K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 822 | $12.1K | 0.00% | −640,628−99.9% | Reduced |
| Signaturefd, LLC | 1,005 | $14.8K | 0.00% | −143−12.5% | Reduced |
| Lindbrook Capital, LLC | 1,094 | $16.1K | 0.00% | +950+659.7% | Added |
| Versant Capital Management, Inc | 1,294 | $19.1K | 0.00% | +36+2.9% | Added |
| Smartleaf Asset Management LLC | 1,422 | $21.0K | 0.00% | +230+19.3% | Added |
| Riverview Trust Co | 1,916 | $28.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,000 | $29.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $29.5K | 0.02% | +2,000 | New |
| Fifth Third Bancorp | 2,298 | $33.9K | 0.00% | +155+7.2% | Added |
| Quadrant Capital Group LLC | 2,656 | $39.1K | 0.00% | −1,848−41.0% | Reduced |
| Jones Financial Companies LLLP | 2,646 | $39.1K | 0.00% | +2,646 | New |
| GAMMA Investing LLC | 3,005 | $44.3K | 0.00% | +734+32.3% | Added |
| Anchor Investment Management, LLC | 3,284 | $48.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,284 | $48.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,570 | $52.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,260 | $63.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 4,500 | $66.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,093 | $75.0K | 0.00% | −1,489−22.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,068 | $119.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,587 | $126.5K | 0.00% | +2,282+36.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,731 | $128.6K | 0.00% | +8,521+4,057.6% | Added |
| nVerses Capital, LLC | 9,900 | $145.8K | 0.07% | −600−5.7% | Reduced |
| Wellington Shields Capital Management, LLC | 10,000 | $147.3K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,095 | $148.7K | 0.00% | +10,095 | New |
| Advisor Group Holdings, Inc. | 10,193 | $150.1K | 0.00% | −4,394−30.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,220 | $150.5K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 10,700 | $157.6K | 0.01% | +10,700 | New |
| Catalyst Funds Management Pty Ltd | 10,700 | $157.6K | 0.03% | +10,700 | New |
| Mitchell Capital Management Co | 10,860 | $160.0K | 0.03% | −382,259−97.2% | Reduced |
| Marshall Wace, LLP | 11,600 | $170.9K | 0.00% | −1,400−10.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11,823 | $174.2K | 0.00% | −716−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,314 | $181.4K | 0.00% | −4,959−28.7% | Reduced |
| Mercer Global Advisors Inc | 13,071 | $183.7K | 0.00% | −34−0.3% | Reduced |
| Raymond James & Associates | 12,632 | $186.1K | 0.00% | −970−7.1% | Reduced |
| Handelsbanken Fonder AB | 12,816 | $189.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,306 | $191.6K | 0.00% | +11,306 | New |
| Truist Financial Corp | 13,789 | $203.1K | 0.00% | −31,804−69.8% | Reduced |
| Envestnet Asset Management Inc | 13,891 | $204.6K | 0.00% | +404+3.0% | Added |
| Ameritas Investment Partners, Inc. | 14,080 | $207.4K | 0.01% | +865+6.5% | Added |
| CIBC Asset Management Inc | 14,369 | $211.7K | 0.00% | −213−1.5% | Reduced |
| Stephens Inc | 15,000 | $220.9K | 0.00% | −25,030−62.5% | Reduced |
| Cerity Partners LLC | 15,316 | $225.6K | 0.00% | +15,316 | New |
| Bank of Montreal | 15,303 | $226.3K | 0.00% | −2,719−15.1% | Reduced |
| Valeo Financial Advisors, LLC | 16,422 | $241.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 16,474 | $242.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,290 | $254.7K | 0.00% | +17,290 | New |
| Pictet Asset Management Holding SA | 18,018 | $265.4K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 18,082 | $266.3K | 0.01% | +779+4.5% | Added |
| Quadrature Capital Ltd | 19,117 | $281.5K | 0.01% | +2,080+12.2% | Added |
| Everence Capital Management Inc | 19,671 | $290.0K | 0.02% | +6,350+47.7% | Added |
| LPL Financial LLC | 19,798 | $291.6K | 0.00% | −1,766−8.2% | Reduced |
| Profund Advisors LLC | 20,583 | $303.2K | 0.01% | +4,803+30.4% | Added |
| FMR LLC | 20,659 | $304.3K | 0.00% | +1,126+5.8% | Added |