Banc of CaliforniaBANC
13F holders, Q1 2025 (March 31)278holders −4
28new positions
35sold out
3famous investors
$14.19avg. 13F price*
At the end of Q1 2025, 278 institutions reported holding Banc of California Inc. (BANC) in their 13F filings, down 4 from Q4 2024. 28 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($327.4M), Warburg Pincus LLC ($221.3M) and T. Rowe Price Investment Management, Inc. ($183.6M). 3 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Banc of California Inc.
- CUSIP
- 05990K106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $39.2M |
| Exits | 35 | $48.3M |
All 13F filers, Q4 2024 → Q1 2025: 16,995,717 shares bought and 11,844,879 shares sold, net +5,150,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| BlackRock, Inc. | 0.01% | Add +2.5% | 23,072,809 | $327.4M |
| Warburg Pincus LLC | 16.89% | No change | 15,592,774 | $221.3M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +18.6% | 12,942,131 | $183.6M |
| State Street Corp. | 0.01% | Reduce -14.8% | 9,601,230 | $137.2M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 9,575,301 | $135.9M |
| Wellington Management Group LLP | 0.02% | Add +16.5% | 6,280,573 | $89.1M |
| Centerbridge Partners, L.P. | 13.96% | Add +18.7% | 4,771,784 | $67.7M |
| Invesco Ltd. | 0.01% | Add +127.4% | 4,453,245 | $63.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.5% | 3,796,996 | $53.9M |
| Millennium Management | 0.05% | Add +26.3% | 3,634,591 | $51.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.4% | 3,270,228 | $46.4M |
| PL Capital Advisors, LLC | 14.41% | No change | 3,024,219 | $42.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -1.4% | 2,471,040 | $35.1M |
| William Blair Investment Management, LLC | 0.10% | Reduce -4.4% | 2,443,677 | $34.7M |
| Ameriprise Financial Inc. | 0.01% | Add +125.1% | 2,362,411 | $33.5M |
| American Century Companies Inc. | 0.02% | Reduce -28.3% | 2,273,401 | $32.3M |
| Morgan Stanley | 0.00% | Add +2.9% | 1,916,615 | $27.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -15.9% | 1,875,760 | $26.6M |
| Basswood Capital Management, L.L.C. | 1.27% | Reduce -14.0% | 1,598,821 | $22.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 1,586,665 | $22.5M |
| Royce & Associates LP | 0.24% | Add +30.7% | 1,532,813 | $21.8M |
| Kennedy Capital Management LLC | 0.50% | Add +0.6% | 1,486,855 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.5% | 1,296,328 | $18.4M |
| Hodges Capital Management Inc. | 1.80% | Reduce -44.3% | 1,271,800 | $18.0M |
| Verition Fund Management LLC | 0.10% | Reduce -7.2% | 1,161,850 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.3% | 1,110,575 | $15.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 1,098,656 | $15.6M |
| Patriot Financial Partners Gp, LP | 4.79% | No change | 1,000,232 | $14.2M |
| Bayview Asset Management, LLC | 15.83% | No change | 993,130 | $14.1M |
| Banc Funds Co. LLC | 1.85% | Reduce -6.4% | 986,629 | $14.0M |
| Algert Global LLC | 0.34% | Add +2.6% | 977,234 | $13.9M |
| Penn Capital Management Company, LLC | 1.26% | Add +51.1% | 911,773 | $13.0M |
| Mirabella Financial Services LLP | 0.51% | Add +105.3% | 840,814 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Add +0.8% | 798,344 | $11.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +15.6% | 777,114 | $11.0M |
| Bank of America Corp. | 0.00% | Add +55.8% | 756,623 | $10.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -38.8% | 694,998 | $9.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -41.2% | 692,813 | $9.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 686,067 | $9.7M |
| Endeavour Capital Advisors Inc. | 3.50% | Reduce -20.0% | 663,711 | $9.4M |
| Susquehanna International Group, LLP | 0.02% | Add +102.9% | 650,544 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Add +34.5% | 645,519 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +810.7% | 563,256 | $8.0M |
| Citadel Advisors | 0.01% | Add +115.6% | 551,540 | $7.8M |
| Sei Investments Co. | 0.01% | Reduce -15.3% | 539,726 | $7.7M |
| Rhino Investment Partners, Inc | 1.73% | New | 495,324 | $7.0M |
| Salzhauer Michael | 4.44% | Add +29.8% | 490,200 | $7.0M |
| Nuveen, LLC | 0.00% | — | 450,312 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 441,856 | $6.3M |
| Public Sector Pension Investment Board | 0.03% | Add +27.3% | 436,850 | $6.2M |
| Peregrine Capital Management LLC | 0.20% | Add +0.5% | 432,553 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -3.9% | 413,624 | $5.9M |
| Black Maple Capital Management LP | 4.59% | Reduce -17.7% | 412,353 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +53.8% | 408,356 | $5.8M |
| Orchard Capital Management, LLC | 3.91% | Add +303.8% | 403,252 | $5.7M |
| Petiole USA ltd | 3.98% | No change | 397,167 | $5.6M |
| WINTON GROUP Ltd | 0.34% | New | 397,080 | $5.6M |
| Barclays PLC | 0.00% | Reduce -16.9% | 396,056 | $5.6M |
| FJ Capital Management LLC | 0.55% | New | 373,286 | $5.3M |
| Maltese Capital Management LLC | 0.86% | Reduce -53.1% | 370,000 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -3.2% | 363,209 | $5.2M |
| Tiptree Advisors, LLC | 4.25% | Add +52.7% | 362,000 | $5.1M |
| Citigroup Inc. | 0.00% | Reduce -22.6% | 360,295 | $5.1M |
| Dana Investment Advisors, Inc. | 0.18% | Reduce -2.5% | 357,918 | $5.1M |
| Engineers Gate Manager LP | 0.08% | Reduce -17.3% | 354,708 | $5.0M |
| Curi Capital, LLC | 0.12% | Add +133.3% | 350,000 | $5.0M |
| UBS Group AG | 0.00% | Reduce -25.3% | 348,987 | $5.0M |
| Thompson Siegel & Walmsley LLC | 0.08% | New | 345,895 | $4.9M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -19.2% | 329,553 | $4.7M |
| Gator Capital Management, LLC | 1.76% | No change | 324,325 | $4.6M |
| First Trust Advisors LP | 0.00% | Add +143.0% | 324,117 | $4.6M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -30.6% | 317,701 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 284,653 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -13.6% | 280,641 | $4.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -39.3% | 279,892 | $4.0M |
| Marshall Wace, LLP | 0.01% | Add +17.8% | 278,521 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 276,014 | $3.9M |
| Trexquant Investment LP | 0.04% | New | 241,535 | $3.4M |
| Hennessy Advisors Inc. | 0.11% | Reduce -9.8% | 230,000 | $3.3M |
| TD Asset Management Inc | 0.00% | Add +37.4% | 226,918 | $3.2M |
| EJF Capital LP | 1.98% | Add +52.4% | 220,276 | $3.1M |
| Kodai Capital Management LP | 0.12% | New | 205,185 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -24.7% | 203,982 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.5% | 203,853 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.3% | 196,067 | $2.8M |
| Simplex Trading, LLC | 0.09% | New | 183,055 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +111.4% | 177,344 | $2.5M |
| Gsa Capital Partners LLP | 0.18% | Add +116.8% | 141,746 | $2.0M |
| Group One Trading LLC | 0.08% | New | 139,825 | $2.0M |
| Tectonic Advisors LLC | 0.12% | Add +3.9% | 133,316 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 129,758 | $1.8M |
| Sippican Capital Advisors | 1.35% | Add +2.2% | 126,356 | $1.8M |
| Brevan Howard Capital Management LP | 0.05% | Add +83.1% | 119,340 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.4% | 118,059 | $1.7M |
| Oliver Luxxe Assets LLC | 0.31% | New | 116,106 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 113,818 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -6.9% | 108,732 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.6% | 105,948 | $1.5M |
| AQR Capital Management | 0.00% | Add +209.4% | 103,044 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 101,178 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | Add +0.6% | 99,722 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.6% | 99,600 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +7.6% | 99,499 | $1.4M |
| IMC-Chicago, LLC | 0.05% | Add +11.6% | 92,513 | $1.3M |
| Quantbot Technologies LP | 0.04% | Reduce -22.9% | 90,911 | $1.3M |
| Numerai GP LLC | 0.24% | Reduce -0.8% | 89,178 | $1.3M |
| Empowered Funds, LLC | 0.02% | Reduce -44.6% | 89,056 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +29.9% | 86,010 | $1.2M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -78.5% | 85,166 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | Add +172.2% | 82,787 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 82,689 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 81,803 | $1.2M |
| Wolverine Asset Management LLC | 0.09% | Add +49.4% | 80,021 | $1.1M |
| First Dallas Securities Inc. | 0.46% | No change | 77,975 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.4% | 77,808 | $1.1M |
| Cutler Capital Management, LLC | 0.49% | No change | 77,750 | $1.1M |
| Pacific Ridge Capital Partners, LLC | 0.29% | Reduce -0.8% | 76,700 | $1.1M |
| Jump Financial, LLC | 0.02% | Reduce -64.6% | 76,400 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 76,325 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.0% | 76,009 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.5% | 75,563 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | Reduce -45.6% | 74,389 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 74,043 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 72,537 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.5% | 64,900 | $921K |
| Cable Hill Partners, LLC | 0.09% | Add +2.5% | 67,093 | $904K |
| Janus Henderson Group PLC | 0.00% | No change | 61,448 | $869K |
| Comerica Bank | 0.00% | Add +9.6% | 61,185 | $868K |
| Keeley-Teton Advisors, LLC | 0.10% | Add +36.4% | 60,232 | $855K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 59,906 | $850K |
| Pinnacle Holdings, LLC | 0.37% | Add +33.7% | 58,912 | $836K |
| SG Americas Securities, LLC | 0.00% | Add +183.6% | 57,319 | $813K |
| Western Financial Corp | 0.46% | Add +0.1% | 55,295 | $785K |
| Wolverine Trading, LLC | 0.02% | New | 54,403 | $770K |
| Lanark Financial, Inc. | 0.07% | — | 53,969 | $765K |
| Amundi | 0.00% | Reduce -16.2% | 58,050 | $752K |
| Freestone Grove Partners LP | 0.01% | Add +36.7% | 52,532 | $745K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 51,087 | $725K |
| Harbor Capital Advisors, Inc. | 0.03% | New | 48,967 | $695K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 46,348 | $658K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 44,626 | $633K |
| Handelsbanken Fonder AB | 0.00% | Add +74.0% | 42,316 | $600K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 40,874 | $580K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.5% | 40,213 | $571K |
| Amalgamated Bank | 0.00% | Reduce -2.7% | 39,413 | $559K |
| Ieq Capital, LLC | 0.00% | Add +151.8% | 37,678 | $535K |
| Voya Investment Management LLC | 0.00% | Reduce -8.9% | 37,634 | $534K |
| Mackenzie Financial Corp. | 0.00% | Add +26.6% | 37,261 | $529K |
| Aigen Investment Management, LP | 0.08% | Add +43.5% | 37,170 | $527K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 35,844 | $509K |
| Ironwood Investment Management LLC | 0.27% | Reduce -0.4% | 34,359 | $488K |
| XTX Topco Ltd | 0.02% | New | 33,580 | $477K |
| Caxton Associates LLP | 0.02% | — | 33,578 | $476K |
| Victory Capital Management Inc. | 0.00% | Add +26.2% | 33,052 | $469K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 32,964 | $468K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 32,706 | $464K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 32,508 | $461K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.5% | 31,542 | $448K |
| Bayforest Capital Ltd | 0.19% | Add +1355.6% | 31,513 | $447K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 30,840 | $438K |
| KLP Kapitalforvaltning As | 0.00% | No change | 30,023 | $429K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 29,583 | $420K |
| Franklin Resources Inc. | 0.00% | Add +34.9% | 28,935 | $411K |
| HighTower Advisors, LLC | 0.00% | New | 28,876 | $410K |
| Oxford Asset Management LLP | 0.19% | Add +25.8% | 28,534 | $405K |
| Hollencrest Capital Management | 0.02% | No change | 95,266 | $393K |
| Fox Run Management, L.L.C. | 0.06% | Add +21.7% | 27,246 | $387K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.2% | 26,743 | $379K |
| Creative Planning | 0.00% | Reduce -3.4% | 25,642 | $364K |
| FMR LLC | 0.00% | Add +14.9% | 24,389 | $346K |
| World Investment Advisors | 0.01% | Add +19.4% | 23,982 | $340K |
| Ethic Inc. | 0.01% | Reduce -2.0% | 24,052 | $340K |
| State of Wyoming | 0.04% | New | 21,814 | $310K |
| Bank of Montreal | 0.00% | Add +31.1% | 21,421 | $304K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,276 | $302K |
| Apella Capital, LLC | 0.01% | No change | 23,065 | $301K |
| Teacher Retirement System of Texas | 0.00% | New | 20,833 | $296K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 20,091 | $285K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 20,059 | $285K |
| LPL Financial LLC | 0.00% | Add +11.6% | 19,759 | $280K |
| Mariner, LLC | 0.00% | Reduce -9.7% | 19,108 | $271K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.7% | 18,633 | $264K |
| Raymond James Financial Inc. | 0.00% | Reduce -80.0% | 17,366 | $246K |
| Quantinno Capital Management LP | 0.00% | Add +70.2% | 17,144 | $243K |
| AlphaQuest LLC | 0.02% | Add +77.8% | 15,525 | $220K |
| GTS Securities LLC | 0.01% | Reduce -10.2% | 15,467 | $219K |
| EMC Capital Management | 0.13% | No change | 15,425 | $219K |
| Profund Advisors LLC | 0.01% | Reduce -48.9% | 14,811 | $210K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 14,593 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 14,080 | $200K |
| Whittier Trust Co. | 0.00% | Reduce -12.5% | 14,000 | $199K |
| Madison Asset Management, LLC | 0.00% | New | 13,000 | $184K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 12,906 | $183K |
| Cetera Investment Advisers | 0.00% | Add +11.1% | 12,802 | $182K |
| Guggenheim Capital LLC | 0.00% | New | 12,260 | $174K |
| Private Management Group Inc. | 0.01% | Reduce -9.6% | 11,786 | $167K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.3% | 11,495 | $163K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 11,140 | $158K |
| Axq Capital, LP | 0.06% | New | 11,134 | $158K |
| Xponance LLC | 0.00% | New | 10,408 | $148K |
| Beese Fulmer Investment Management, Inc. | 0.01% | No change | 10,220 | $145K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 10,000 | $142K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -75.9% | 10,000 | $142K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 8,691 | $123K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,068 | $114K |
| Cwm, LLC | 0.00% | Add +41.7% | 8,049 | $114K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.8% | 7,605 | $108K |
| KBC Group NV | 0.00% | No change | 7,286 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +22.0% | 4,360 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.9% | 3,700 | $52K |
| Montag A & Associates Inc. | 0.00% | No change | 3,570 | $51K |
| GAMMA Investing LLC | 0.00% | Reduce -2.3% | 3,439 | $49K |
| Anchor Investment Management, LLC | 0.00% | No change | 3,284 | $47K |
| Quadrant Capital Group LLC | 0.00% | Reduce -7.0% | 2,692 | $38K |
| Sterling Capital Management LLC | 0.00% | Reduce -93.4% | 2,398 | $34K |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 2,353 | $33K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 2,000 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 2,000 | $28K |
| Riverview Trust Co | 0.03% | No change | 1,916 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.9% | 1,869 | $27K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,726 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +226.5% | 1,456 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +56.0% | 1,398 | $20K |
| Lindbrook Capital, LLC | 0.00% | Reduce -5.8% | 1,031 | $15K |
| Curat Global, LLC | 0.02% | — | 985 | $14K |
| UMB Bank, n.a. | 0.00% | Add +32.6% | 838 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +29.1% | 807 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +500.8% | 721 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 683 | $10K |
| Bellwether Advisors, LLC | 0.00% | No change | 676 | $10K |
| Atwood & Palmer Inc. | 0.00% | No change | 656 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -41.8% | 590 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 532 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 527 | $7K |
| Optiver Holding B.V. | 0.00% | No change | 496 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Add +58.4% | 461 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 440 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 362 | $6K |
| US Bancorp \de | 0.00% | Reduce -3.5% | 361 | $5K |
| MAI Capital Management | 0.00% | Reduce -48.5% | 337 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -86.0% | 326 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 292 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -37.5% | 275 | $4K |
| Rothschild Investment LLC | 0.00% | Add +69.7% | 280 | $4K |
| Brooklyn Investment Group | 0.00% | New | 260 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 233 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 225 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 150 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 132 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 136 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 131 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 130 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 125 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 121 | $2K |
| SVB Wealth LLC | 0.00% | New | 111 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 105 | $1K |
| Allworth Financial LP | 0.00% | No change | 103 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +464.7% | 96 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 89 | $1K |
| True Wealth Design, LLC | 0.00% | New | 78 | $1K |
| Transce3nd, LLC | 0.00% | No change | 74 | $1K |
| TD Capital Management LLC | 0.00% | No change | 67 | $950 |
| Spire Wealth Management | 0.00% | No change | 65 | $922 |
| Stephens Consulting, LLC | 0.00% | New | 50 | $710 |
| Quarry LP | 0.00% | New | 50 | $710 |
| Arax Advisory Partners | 0.00% | No change | 50 | $710 |
| WPG Advisers, LLC | 0.00% | Reduce -32.4% | 46 | $653 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $415 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $412 |
| Garde Capital, Inc. | 0.00% | New | 22 | $313 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $284 |
| Larson Financial Group LLC | 0.00% | No change | 17 | $241 |
| Private Wealth Asset Management, LLC | 0.00% | — | 14 | $199 |
| Abound Wealth Management | 0.00% | Reduce -27.8% | 13 | $185 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $99 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $15 |
| Hemington Wealth Management | 0.00% | No change | 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.