Banc of CaliforniaBANC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 282 institutions reported holding Banc of California Inc. (BANC) in their 13F filings, up 15 from Q3 2024. 41 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($347.9M), Warburg Pincus LLC ($241.1M) and State Street Corp. ($175.3M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Banc of California Inc.
- CUSIP
- 05990K106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $46.3M |
| Exits | 34 | $70.5M |
All 13F filers, Q3 2024 → Q4 2024: 19,548,469 shares bought and 18,139,804 shares sold, net +1,408,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| BlackRock, Inc. | 0.01% | Add +4.9% | 22,501,708 | $347.9M |
| Warburg Pincus LLC | 15.83% | No change | 15,592,774 | $241.1M |
| State Street Corp. | 0.01% | Add +18.9% | 11,268,167 | $175.3M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +6.3% | 10,913,012 | $168.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 9,524,849 | $147.3M |
| Wellington Management Group LLP | 0.02% | Add +274.6% | 5,393,076 | $83.4M |
| Centerbridge Partners, L.P. | 14.08% | Reduce -34.1% | 4,019,545 | $62.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.5% | 3,499,316 | $54.1M |
| American Century Companies Inc. | 0.03% | Reduce -28.8% | 3,170,508 | $49.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.9% | 3,161,883 | $48.9M |
| PL Capital Advisors, LLC | 15.96% | No change | 3,024,219 | $46.8M |
| Millennium Management | 0.04% | Add +2118.9% | 2,876,914 | $44.5M |
| William Blair Investment Management, LLC | 0.10% | Add +2.5% | 2,556,614 | $39.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -0.1% | 2,506,808 | $38.8M |
| Hodges Capital Management Inc. | 2.11% | Add +10.7% | 2,281,410 | $35.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.5% | 2,230,469 | $34.5M |
| Invesco Ltd. | 0.01% | Reduce -5.5% | 1,958,202 | $30.3M |
| Morgan Stanley | 0.00% | Add +11.9% | 1,862,965 | $28.8M |
| Basswood Capital Management, L.L.C. | 1.68% | Add +7.3% | 1,858,527 | $28.7M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 1,629,512 | $25.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 1,569,700 | $24.3M |
| Kennedy Capital Management LLC | 0.51% | Add +2.2% | 1,478,559 | $22.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.6% | 1,252,528 | $19.4M |
| Verition Fund Management LLC | 0.10% | Reduce -49.4% | 1,252,046 | $19.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -16.2% | 1,178,624 | $18.2M |
| Royce & Associates LP | 0.17% | Reduce -17.6% | 1,172,603 | $18.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -61.6% | 1,136,319 | $17.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.1% | 1,108,848 | $17.1M |
| Banc Funds Co. LLC | 1.80% | No change | 1,053,629 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +74.8% | 1,049,624 | $16.2M |
| Patriot Financial Partners Gp, LP | 5.05% | Reduce -46.1% | 1,000,232 | $15.5M |
| Bayview Asset Management, LLC | 20.04% | No change | 993,130 | $15.4M |
| Algert Global LLC | 0.35% | Add +701.9% | 952,674 | $14.7M |
| Endeavour Capital Advisors Inc. | 4.08% | Reduce -7.7% | 829,893 | $12.8M |
| State of Wisconsin Investment Board | 0.03% | Add +11.8% | 791,735 | $12.2M |
| Maltese Capital Management LLC | 1.88% | Reduce -19.1% | 788,700 | $12.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -11.2% | 703,450 | $10.9M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +54.5% | 672,295 | $10.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 668,077 | $10.3M |
| Sei Investments Co. | 0.01% | Add +9.3% | 637,423 | $9.9M |
| Penn Capital Management Company, LLC | 0.92% | New | 603,227 | $9.3M |
| Point72 Asset Management | 0.02% | New | 504,304 | $7.8M |
| Black Maple Capital Management LP | 5.90% | Reduce -6.0% | 501,074 | $7.7M |
| Bank of America Corp. | 0.00% | Add +14.6% | 485,575 | $7.5M |
| New York State Common Retirement Fund | 0.01% | Add +1159.7% | 479,912 | $7.4M |
| Barclays PLC | 0.00% | Add +11.9% | 476,410 | $7.4M |
| UBS Group AG | 0.00% | Add +113.2% | 467,278 | $7.2M |
| Citigroup Inc. | 0.01% | Add +17.5% | 465,296 | $7.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -1.8% | 461,196 | $7.1M |
| Rafferty Asset Management, LLC | 0.03% | Add +7.3% | 457,666 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.3% | 437,593 | $6.8M |
| Peregrine Capital Management LLC | 0.20% | Reduce -3.5% | 430,526 | $6.7M |
| Rhumbline Advisers | 0.01% | Reduce -0.5% | 430,194 | $6.7M |
| Engineers Gate Manager LP | 0.12% | Add +1353.9% | 428,631 | $6.6M |
| Voloridge Investment Management, LLC | 0.02% | New | 417,480 | $6.5M |
| Mirabella Financial Services LLP | 0.60% | Add +171.4% | 409,511 | $6.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 407,893 | $6.3M |
| Petiole USA ltd | 3.86% | No change | 397,167 | $6.1M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -16.4% | 396,169 | $6.1M |
| Salzhauer Michael | 2.99% | Add +30.0% | 377,576 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 375,188 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -5.6% | 372,894 | $5.8M |
| Dana Investment Advisors, Inc. | 0.19% | Reduce -5.5% | 367,117 | $5.7M |
| Public Sector Pension Investment Board | 0.02% | Add +17.5% | 343,183 | $5.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -49.9% | 326,411 | $5.0M |
| Susquehanna Fundamental Investments, LLC | 0.08% | — | 324,971 | $5.0M |
| Gator Capital Management, LLC | 1.89% | Reduce -0.1% | 324,325 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +47.8% | 320,662 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 308,854 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.8% | 295,052 | $4.6M |
| South Dakota Investment Council | 0.09% | Reduce -34.3% | 282,737 | $4.4M |
| Swiss National Bank | 0.00% | Add +0.9% | 280,214 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +14.4% | 277,477 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -33.4% | 270,781 | $4.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -16.8% | 265,537 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -88.5% | 255,781 | $4.0M |
| Hennessy Advisors Inc. | 0.12% | Reduce -8.9% | 255,000 | $3.9M |
| Twinbeech Capital LP | 0.06% | Add +494.7% | 241,414 | $3.7M |
| Tiptree Advisors, LLC | 3.80% | — | 237,000 | $3.7M |
| Marshall Wace, LLP | 0.00% | Add +1938.1% | 236,420 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.5% | 215,759 | $3.3M |
| Jump Financial, LLC | 0.07% | Add +30.6% | 215,690 | $3.3M |
| TD Asset Management Inc | 0.00% | Add +11.5% | 165,200 | $2.6M |
| Empowered Funds, LLC | 0.04% | Reduce -22.1% | 160,706 | $2.5M |
| Curi Capital, LLC | 0.05% | Reduce -50.0% | 150,000 | $2.3M |
| EJF Capital LP | 1.53% | Add +252.5% | 144,550 | $2.2M |
| Aquatic Capital Management LLC | 0.06% | New | 136,820 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 136,275 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +261.5% | 133,393 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 132,800 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +33.4% | 132,004 | $2.0M |
| Tectonic Advisors LLC | 0.13% | Add +6.4% | 128,296 | $2.0M |
| Sippican Capital Advisors | 1.39% | Add +1.7% | 123,667 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +23.0% | 121,201 | $1.9M |
| Quantbot Technologies LP | 0.07% | Reduce -52.3% | 117,886 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -65.1% | 117,154 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +54.5% | 116,822 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 106,472 | $1.6M |
| Orchard Capital Management, LLC | 0.61% | Add +0.4% | 99,854 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | Add +0.7% | 99,084 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +13.9% | 92,463 | $1.4M |
| Numerai GP LLC | 0.38% | Add +24.3% | 89,942 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 86,906 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +160.6% | 83,890 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +3.7% | 82,980 | $1.3M |
| IMC-Chicago, LLC | 0.04% | New | 82,931 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 79,078 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.5% | 78,908 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.4% | 78,285 | $1.2M |
| First Dallas Securities Inc. | 0.49% | Add +25.8% | 77,975 | $1.2M |
| Cutler Capital Management, LLC | 0.54% | No change | 77,750 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.27% | No change | 77,313 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -66.1% | 75,214 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | New | 74,463 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 73,956 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 73,079 | $1.1M |
| Amundi | 0.00% | Add +185.6% | 69,248 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | New | 68,950 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 67,679 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | No change | 66,600 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +30.4% | 66,189 | $1.0M |
| Cable Hill Partners, LLC | 0.10% | Add +0.4% | 65,480 | $1.0M |
| Gsa Capital Partners LLP | 0.07% | Add +147.2% | 65,387 | $1.0M |
| Brevan Howard Capital Management LP | 0.03% | Add +13.0% | 65,184 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -89.1% | 61,847 | $956K |
| Janus Henderson Group PLC | 0.00% | No change | 61,448 | $950K |
| Comerica Bank | 0.00% | Reduce -1.0% | 55,837 | $863K |
| Western Financial Corp | 0.47% | Add +0.1% | 55,242 | $854K |
| Wolverine Asset Management LLC | 0.06% | Add +4.9% | 53,575 | $828K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.6% | 52,147 | $806K |
| Maryland State Retirement & Pension System | 0.02% | No change | 46,508 | $719K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 46,348 | $717K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 44,626 | $690K |
| Graham Capital Management, L.P. | 0.03% | New | 44,188 | $683K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +8.2% | 44,162 | $683K |
| Pinnacle Holdings, LLC | 0.30% | Add +80.7% | 44,062 | $681K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +66.3% | 41,879 | $647K |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 41,862 | $647K |
| Jefferies Financial Group Inc. | 0.01% | Add +3.8% | 41,500 | $642K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 41,349 | $639K |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 41,303 | $639K |
| Amalgamated Bank | 0.01% | No change | 40,520 | $626K |
| Freestone Grove Partners LP | 0.01% | — | 38,432 | $594K |
| Sterling Capital Management LLC | 0.01% | Add +12.1% | 36,259 | $561K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.0% | 35,844 | $554K |
| Ironwood Investment Management LLC | 0.27% | Add +1.0% | 34,512 | $534K |
| AQR Capital Management | 0.00% | Add +4.5% | 33,305 | $515K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 32,508 | $503K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 32,357 | $500K |
| Dark Forest Capital Management LP | 0.07% | New | 30,411 | $470K |
| KLP Kapitalforvaltning As | 0.00% | — | 30,023 | $467K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 29,583 | $457K |
| Mackenzie Financial Corp. | 0.00% | New | 29,426 | $455K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 29,407 | $455K |
| Profund Advisors LLC | 0.02% | Add +40.9% | 29,000 | $448K |
| Hollencrest Capital Management | 0.02% | Reduce -15.5% | 95,266 | $421K |
| Point72 (DIFC) Ltd | 0.04% | New | 26,869 | $415K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.0% | 26,803 | $414K |
| Creative Planning | 0.00% | Add +26.5% | 26,556 | $411K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 26,190 | $405K |
| Aigen Investment Management, LP | 0.07% | New | 25,899 | $400K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.0% | 24,558 | $380K |
| Ethic Inc. | 0.01% | Reduce -1.9% | 24,546 | $379K |
| Handelsbanken Fonder AB | 0.00% | Add +89.7% | 24,316 | $376K |
| Apella Capital, LLC | 0.01% | No change | 23,065 | $357K |
| Oxford Asset Management LLP | 0.16% | New | 22,679 | $351K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -73.7% | 22,600 | $349K |
| Quinn Opportunity Partners LLC | 0.03% | Reduce -18.2% | 22,512 | $348K |
| Fox Run Management, L.L.C. | 0.06% | New | 22,385 | $346K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.6% | 22,114 | $342K |
| Franklin Resources Inc. | 0.00% | New | 21,445 | $332K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.1% | 21,276 | $329K |
| FMR LLC | 0.00% | Add +2.7% | 21,223 | $328K |
| Mariner, LLC | 0.00% | Reduce -0.7% | 21,168 | $327K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 20,866 | $323K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.1% | 20,211 | $312K |
| World Investment Advisors | 0.01% | Add +11.1% | 20,082 | $310K |
| Capula Management Ltd | 0.00% | New | 19,296 | $298K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.0% | 19,026 | $294K |
| Sanctuary Advisors, LLC | 0.00% | Add +60.4% | 18,132 | $294K |
| Man Group plc | 0.00% | New | 18,421 | $285K |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 17,704 | $274K |
| GTS Securities LLC | 0.01% | New | 17,215 | $266K |
| Bank of Montreal | 0.00% | Add +6.8% | 16,341 | $253K |
| Whittier Trust Co. | 0.00% | Reduce -2.9% | 16,000 | $247K |
| EMC Capital Management | 0.13% | Add +4319.8% | 15,425 | $238K |
| CIBC Asset Management Inc | 0.00% | Add +4.8% | 15,052 | $233K |
| Ieq Capital, LLC | 0.00% | Reduce -13.5% | 14,963 | $231K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.9% | 14,370 | $222K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 14,080 | $218K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,577 | $210K |
| Private Management Group Inc. | 0.01% | New | 13,036 | $202K |
| Cibc World Markets Corp. | 0.00% | New | 13,007 | $201K |
| Inceptionr LLC | 0.04% | New | 11,865 | $183K |
| Cetera Investment Advisers | 0.00% | New | 11,526 | $178K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 11,472 | $177K |
| Blueshift Asset Management, LLC | 0.06% | New | 10,533 | $163K |
| Cerity Partners LLC | 0.00% | Reduce -30.2% | 10,691 | $158K |
| Beese Fulmer Investment Management, Inc. | 0.01% | No change | 10,220 | $158K |
| Quantinno Capital Management LP | 0.00% | New | 10,072 | $156K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 10,000 | $155K |
| AlphaQuest LLC | 0.02% | New | 8,732 | $135K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,068 | $125K |
| PEAK6 LLC | 0.00% | — | 7,459 | $115K |
| KBC Group NV | 0.00% | Add +71.0% | 7,286 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.8% | 7,156 | $111K |
| New Age Alpha Advisors, LLC | 0.00% | New | 6,625 | $102K |
| Summit Securities Group LLC | 0.04% | New | 6,300 | $97K |
| Cwm, LLC | 0.00% | Add +11.6% | 5,682 | $88K |
| Smartleaf Asset Management LLC | 0.01% | Add +205.8% | 4,348 | $68K |
| Montag A & Associates Inc. | 0.00% | No change | 3,570 | $56K |
| Jones Financial Companies LLLP | 0.00% | Add +35.1% | 3,574 | $55K |
| GAMMA Investing LLC | 0.00% | Add +17.1% | 3,518 | $54K |
| Walleye Trading LLC | 0.00% | Reduce -61.7% | 3,292 | $51K |
| Anchor Investment Management, LLC | 0.00% | No change | 3,284 | $51K |
| Avior Wealth Management, LLC | 0.00% | No change | 3,284 | $51K |
| Quadrant Capital Group LLC | 0.00% | Add +8.9% | 2,893 | $45K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 2,740 | $42K |
| Fifth Third Bancorp | 0.00% | Add +1.8% | 2,339 | $36K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,323 | $36K |
| Bayforest Capital Ltd | 0.04% | — | 2,165 | $33K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 2,000 | $31K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 2,000 | $31K |
| Picton Mahoney Asset Management | 0.00% | New | 1,962 | $30K |
| Riverview Trust Co | 0.03% | No change | 1,916 | $30K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,094 | $17K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 1,014 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.8% | 896 | $14K |
| Headlands Technologies LLC | 0.00% | New | 701 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 683 | $11K |
| Bellwether Advisors, LLC | 0.00% | New | 676 | $10K |
| Atwood & Palmer Inc. | 0.00% | No change | 656 | $10K |
| MAI Capital Management | 0.00% | New | 654 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 651 | $10K |
| UMB Bank, n.a. | 0.00% | Add +38.6% | 632 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.7% | 625 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 532 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 523 | $8K |
| Optiver Holding B.V. | 0.00% | Add +226.3% | 496 | $8K |
| Bessemer Group Inc. | 0.00% | Add +160.4% | 440 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 446 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | New | 440 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 378 | $6K |
| US Bancorp \de | 0.00% | No change | 374 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -17.4% | 362 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.3% | 291 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Add +179.8% | 291 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | — | 233 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 225 | $3K |
| Birchbrook, Inc. | 0.00% | New | 180 | $3K |
| Rothschild Investment LLC | 0.00% | Add +83.3% | 165 | $3K |
| South Plains Financial, Inc. | 0.00% | — | 160 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 149 | $2K |
| High Note Wealth, LLC | 0.00% | New | 136 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 131 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -83.6% | 130 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 125 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 120 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 120 | $2K |
| Allworth Financial LP | 0.00% | Reduce -43.4% | 103 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.8% | 105 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 89 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 89 | $1K |
| Transce3nd, LLC | 0.00% | — | 74 | $1K |
| WPG Advisers, LLC | 0.00% | — | 68 | $1K |
| TD Capital Management LLC | 0.00% | Add +1.5% | 67 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 65 | $1K |
| Spire Wealth Management | 0.00% | No change | 65 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.0% | 104 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 54 | $845 |
| Arax Advisory Partners | 0.00% | New | 50 | $773 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $452 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -91.9% | 29 | $449 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $309 |
| Abound Wealth Management | 0.00% | New | 18 | $279 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 17 | $263 |
| Larson Financial Group LLC | 0.00% | No change | 17 | $263 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $108 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $16 |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -16.7% | 25 | $0 |
| Covestor Ltd | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is BANC's weight in each manager's 13F, not the share of Banc of California Inc. the manager owns.