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 2025
Institutional positions in Banc of California, Inc. as of Mar 31, 2025. 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
- 279
- −2 vs. Q4 2024
- Shares held
- 159.3M
- +5.69M (+3.7%) vs. Q4 2024
- Total value
- $2.26B
- −$114.6M (−4.8%) vs. Q4 2024
- New holders
- 32
- 95 more added
- Sold out
- 34
- 94 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Banc of California, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $28 | 0.00% | 0 | Unchanged |
| Harbour Investments, Inc. | 7 | $99 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $185 | 0.00% | −5−27.8% | Reduced |
| Private Wealth Asset Management, LLC | 14 | $199 | 0.00% | +14 | New |
| Larson Financial Group LLC | 17 | $241 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $284 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 22 | $313 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 29 | $412 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $415 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 46 | $653 | 0.00% | −22−32.4% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $710 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $710 | 0.00% | +50 | New |
| Quarry LP | 50 | $710 | 0.00% | +50 | New |
| Spire Wealth Management | 65 | $922 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 67 | $950 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 74 | $1.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 78 | $1.11K | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 89 | $1.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $1.36K | 0.00% | +79+464.7% | Added |
| Allworth Financial LP | 103 | $1.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $1.49K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 111 | $1.57K | 0.00% | +111 | New |
| Beacon Capital Management, LLC | 121 | $1.71K | 0.00% | +1+0.8% | Added |
| Creative Capital Management Investments LLC | 125 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 130 | $1.84K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 131 | $1.86K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 136 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 132 | $2.00K | 0.00% | +132 | New |
| Cornerstone Planning Group LLC | 150 | $2.06K | 0.00% | +1+0.7% | Added |
| Fortis Group Advisors, LLC | 225 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 233 | $3.31K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 260 | $3.69K | 0.00% | +260 | New |
| Rothschild Investment LLC | 280 | $3.97K | 0.00% | +115+69.7% | Added |
| Bessemer Group Inc | 275 | $4.00K | 0.00% | −165−37.5% | Reduced |
| Farther Finance Advisors, LLC | 292 | $4.13K | 0.00% | +1+0.3% | Added |
| SBI Securities Co., Ltd. | 326 | $4.63K | 0.00% | −1,997−86.0% | Reduced |
| MAI Capital Management | 337 | $4.78K | 0.00% | −317−48.5% | Reduced |
| US Bancorp | 361 | $5.12K | 0.00% | −13−3.5% | Reduced |
| Principal Securities, Inc. | 362 | $5.60K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 440 | $6.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 461 | $6.54K | 0.00% | +170+58.4% | Added |
| Optiver Holding B.V. | 496 | $7.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 527 | $7.48K | 0.00% | +4+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 532 | $7.55K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 590 | $8.37K | 0.00% | −424−41.8% | Reduced |
| Atwood & Palmer Inc | 656 | $9.31K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 676 | $9.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 683 | $9.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 721 | $10.2K | 0.00% | +601+500.8% | Added |
| EverSource Wealth Advisors, LLC | 807 | $11.5K | 0.00% | +182+29.1% | Added |
| Umb Bank N A | 838 | $11.9K | 0.00% | +206+32.6% | Added |
| Curat Global, LLC | 985 | $14.0K | 0.02% | +985 | New |
| Lindbrook Capital, LLC | 1,031 | $14.6K | 0.00% | −63−5.8% | Reduced |
| Versant Capital Management, Inc | 1,398 | $19.8K | 0.00% | +502+56.0% | Added |
| Nisa Investment Advisors, LLC | 1,456 | $20.8K | 0.00% | +1,010+226.5% | Added |
| Coldstream Capital Management Inc | 1,726 | $24.5K | 0.00% | +1,726 | New |
| Advisor Group Holdings, Inc. | 1,869 | $26.5K | 0.00% | −5,287−73.9% | Reduced |
| Riverview Trust Co | 1,916 | $27.2K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $28.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,353 | $33.4K | 0.00% | +14+0.6% | Added |
| Sterling Capital Management LLC | 2,398 | $34.0K | 0.00% | −33,861−93.4% | Reduced |
| Quadrant Capital Group LLC | 2,692 | $38.2K | 0.00% | −201−6.9% | Reduced |
| Anchor Investment Management, LLC | 3,284 | $46.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,439 | $48.8K | 0.00% | −79−2.2% | Reduced |
| Montag A & Associates Inc | 3,570 | $51.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,700 | $52.4K | 0.01% | −648−14.9% | Reduced |
| Jones Financial Companies LLLP | 4,360 | $61.7K | 0.00% | +786+22.0% | Added |
| KBC Group NV | 7,286 | $103.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,605 | $107.9K | 0.00% | −34,274−81.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,068 | $114.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,049 | $114.0K | 0.00% | +2,367+41.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,691 | $123.0K | 0.00% | +8,691 | New |
| Jefferies Financial Group Inc. | 10,000 | $141.9K | 0.00% | −31,500−75.9% | Reduced |
| Wellington Shields Capital Management, LLC | 10,000 | $141.9K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,220 | $145.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 10,408 | $147.7K | 0.00% | +10,408 | New |
| Axq Capital, LP | 11,134 | $158.0K | 0.06% | +11,134 | New |
| The PNC Financial Services Group, Inc. | 11,140 | $158.1K | 0.00% | −332−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,495 | $163.1K | 0.00% | −2,082−15.3% | Reduced |
| Private Management Group Inc | 11,786 | $167.2K | 0.01% | −1,250−9.6% | Reduced |
| Guggenheim Capital LLC | 12,260 | $174.0K | 0.00% | +12,260 | New |
| Cetera Investment Advisers | 12,802 | $181.7K | 0.00% | +1,276+11.1% | Added |
| Mercer Global Advisors Inc | 12,906 | $183.1K | 0.00% | −1,464−10.2% | Reduced |
| Madison Asset Management, LLC | 13,000 | $184.5K | 0.00% | +13,000 | New |
| Whittier Trust Co | 14,000 | $198.7K | 0.00% | −2,000−12.5% | Reduced |
| Ameritas Investment Partners, Inc. | 14,080 | $199.8K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,593 | $207.1K | 0.00% | −459−3.0% | Reduced |
| Profund Advisors LLC | 14,811 | $210.2K | 0.01% | −14,189−48.9% | Reduced |
| EMC Capital Management | 15,425 | $219.0K | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 15,467 | $219.5K | 0.01% | −1,748−10.2% | Reduced |
| Quest Partners LLC | 15,525 | $220.3K | 0.02% | +6,793+77.8% | Added |
| Quantinno Capital Management LP | 17,144 | $243.3K | 0.00% | +7,072+70.2% | Added |
| Raymond James Financial Inc | 17,366 | $246.4K | 0.00% | −69,540−80.0% | Reduced |
| Commonwealth Equity Services, LLC | 18,633 | $264.0K | 0.00% | −3,481−15.7% | Reduced |
| Mariner, LLC | 19,108 | $271.1K | 0.00% | −2,060−9.7% | Reduced |
| LPL Financial LLC | 19,759 | $280.4K | 0.00% | +2,055+11.6% | Added |