Banc of CaliforniaBANC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 284 institutions reported holding Banc of California Inc. (BANC) in their 13F filings, up 6 from Q1 2025. 40 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($274.3M), Warburg Pincus LLC ($219.1M) and T. Rowe Price Investment Management, Inc. ($192.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $49.2M |
| Exits | 32 | $29.2M |
All 13F filers, Q1 2025 → Q2 2025: 14,213,124 shares bought and 20,919,789 shares sold, net −6,706,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| BlackRock, Inc. | 0.01% | Reduce -15.4% | 19,523,397 | $274.3M |
| Warburg Pincus LLC | 18.60% | No change | 15,592,774 | $219.1M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +5.6% | 13,669,426 | $192.1M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 9,811,526 | $137.9M |
| State Street Corp. | 0.00% | Reduce -9.8% | 8,658,638 | $122.5M |
| Invesco Ltd. | 0.01% | Add +21.5% | 5,410,938 | $76.0M |
| Centerbridge Partners, L.P. | 14.63% | Reduce -5.8% | 4,492,610 | $63.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.6% | 4,197,571 | $59.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +400.2% | 3,476,488 | $48.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.7% | 3,182,459 | $44.7M |
| Wellington Management Group LLP | 0.01% | Reduce -51.3% | 3,058,208 | $43.0M |
| PL Capital Advisors, LLC | 13.83% | Reduce -2.5% | 2,949,219 | $41.4M |
| Neuberger Berman Group LLC | 0.03% | Add +6.1% | 2,621,988 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.3% | 2,261,021 | $31.8M |
| William Blair Investment Management, LLC | 0.08% | Reduce -7.6% | 2,258,336 | $31.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.8% | 1,803,792 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Add +63.6% | 1,797,082 | $25.2M |
| Morgan Stanley | 0.00% | Reduce -15.5% | 1,620,184 | $22.8M |
| Northern Trust Corp. | 0.00% | Reduce -5.1% | 1,506,231 | $21.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +101.0% | 1,392,277 | $19.6M |
| FJ Capital Management LLC | 2.03% | Add +265.8% | 1,365,440 | $19.2M |
| Balyasny Asset Management L.P. | 0.04% | New | 1,238,418 | $17.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.4% | 1,226,046 | $17.2M |
| Royce & Associates LP | 0.18% | Reduce -20.1% | 1,224,768 | $17.2M |
| American Century Companies Inc. | 0.01% | Reduce -47.6% | 1,191,885 | $16.7M |
| Hodges Capital Management Inc. | 1.56% | Reduce -9.1% | 1,156,448 | $16.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 1,134,614 | $15.9M |
| Bank of America Corp. | 0.00% | Add +31.8% | 997,544 | $14.0M |
| Bayview Asset Management, LLC | 14.04% | No change | 993,130 | $14.0M |
| Verition Fund Management LLC | 0.08% | Reduce -18.4% | 948,165 | $13.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +18.8% | 922,844 | $13.0M |
| Kennedy Capital Management LLC | 0.31% | Reduce -38.1% | 920,439 | $12.9M |
| Penn Capital Management Company, LLC | 1.09% | Reduce -1.7% | 896,239 | $12.6M |
| Two Sigma Investments, LP | 0.02% | Add +772.3% | 868,828 | $12.2M |
| Mirabella Financial Services LLP | 1.28% | Add +0.6% | 845,536 | $11.9M |
| Rhino Investment Partners, Inc | 3.22% | Add +68.9% | 836,452 | $11.8M |
| Algert Global LLC | 0.25% | Reduce -14.6% | 834,200 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +0.1% | 799,274 | $11.2M |
| Banc Funds Co. LLC | 1.57% | Reduce -24.8% | 741,545 | $10.4M |
| Jane Street Group, LLC | 0.02% | Add +17.9% | 664,312 | $9.3M |
| Endeavour Capital Advisors Inc. | 3.13% | Reduce -2.5% | 647,058 | $9.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.1% | 638,419 | $9.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.4% | 635,482 | $8.9M |
| UBS Group AG | 0.00% | Add +76.8% | 616,834 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -8.9% | 592,496 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.3% | 571,109 | $8.0M |
| Nuveen, LLC | 0.00% | Add +19.2% | 536,640 | $7.5M |
| Two Sigma Advisers, LP | 0.01% | New | 484,912 | $6.8M |
| Salzhauer Michael | 4.06% | Reduce -6.5% | 458,534 | $6.4M |
| Black Maple Capital Management LP | 4.42% | Add +10.3% | 454,896 | $6.4M |
| Thompson Siegel & Walmsley LLC | 0.11% | Add +30.0% | 449,809 | $6.3M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.1% | 436,392 | $6.1M |
| Peregrine Capital Management LLC | 0.18% | Reduce -3.2% | 418,556 | $5.9M |
| Barclays PLC | 0.00% | Add +4.0% | 411,941 | $5.8M |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 402,115 | $5.6M |
| Curi Capital, LLC | 0.11% | Add +14.4% | 400,311 | $5.6M |
| Petiole USA ltd | 3.95% | No change | 397,167 | $5.6M |
| Brevan Howard Capital Management LP | 0.06% | Add +226.4% | 389,488 | $5.5M |
| Engineers Gate Manager LP | 0.07% | Add +8.0% | 383,144 | $5.4M |
| D. E. Shaw & Co. | 0.01% | New | 365,004 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 357,325 | $5.0M |
| Dana Investment Advisors, Inc. | 0.16% | Reduce -1.6% | 352,308 | $4.9M |
| Tiptree Advisors, LLC | 3.86% | Reduce -3.2% | 350,340 | $4.9M |
| Millennium Management | 0.00% | Reduce -90.7% | 339,656 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -39.0% | 336,204 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -8.5% | 329,797 | $4.6M |
| Jacobs Levy Equity Management, Inc. | 0.02% | No change | 329,553 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.2% | 325,859 | $4.6M |
| Gator Capital Management, LLC | 1.41% | Reduce -0.5% | 322,725 | $4.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -0.7% | 315,381 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -5.0% | 308,013 | $4.3M |
| Sei Investments Co. | 0.01% | Reduce -43.1% | 306,866 | $4.3M |
| WINTON GROUP Ltd | 0.22% | Reduce -22.9% | 306,267 | $4.3M |
| Twinbeech Capital LP | 0.10% | New | 298,505 | $4.2M |
| Basswood Capital Management, L.L.C. | 0.20% | Reduce -81.9% | 289,203 | $4.1M |
| Squarepoint Ops LLC | 0.01% | Add +3.1% | 288,497 | $4.1M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 273,214 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.3% | 269,653 | $3.8M |
| Voloridge Investment Management, LLC | 0.01% | New | 233,701 | $3.3M |
| Hennessy Advisors Inc. | 0.11% | Add +1.3% | 233,000 | $3.3M |
| TD Asset Management Inc | 0.00% | Reduce -1.7% | 222,974 | $3.1M |
| Trexquant Investment LP | 0.03% | Reduce -13.6% | 208,646 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -4.3% | 195,143 | $2.7M |
| AQR Capital Management | 0.00% | Add +88.3% | 193,999 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 191,928 | $2.7M |
| Orchard Capital Management, LLC | 2.67% | Reduce -57.4% | 171,717 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.6% | 171,305 | $2.4M |
| EJF Capital LP | 1.91% | Reduce -22.4% | 170,899 | $2.4M |
| HRT Financial LP | 0.01% | New | 166,686 | $2.3M |
| Man Group plc | 0.00% | New | 138,892 | $2.0M |
| California State Teachers Retirement System | 0.00% | Add +1.2% | 131,299 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +77.2% | 131,235 | $1.8M |
| Sippican Capital Advisors | 1.31% | Add +1.2% | 127,895 | $1.8M |
| Quantbot Technologies LP | 0.04% | Add +29.6% | 117,863 | $1.7M |
| Oliver Luxxe Assets LLC | 0.29% | Add +1.3% | 117,622 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 114,259 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.8% | 114,172 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.3% | 108,309 | $1.5M |
| Numerai GP LLC | 0.22% | Add +19.8% | 106,851 | $1.5M |
| Tectonic Advisors LLC | 0.08% | Reduce -22.7% | 103,037 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +0.7% | 100,428 | $1.4M |
| Ulysses Management LLC | 0.30% | New | 100,000 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.0% | 94,129 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -67.1% | 91,604 | $1.3M |
| Simplex Trading, LLC | 0.03% | Reduce -50.6% | 90,416 | $1.3M |
| Maltese Capital Management LLC | 0.18% | Reduce -75.7% | 90,000 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -18.7% | 88,437 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +2.2% | 87,914 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.28% | Add +10.4% | 84,652 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +0.9% | 82,561 | $1.2M |
| New York State Teachers Retirement System | 0.00% | No change | 77,808 | $1.1M |
| Cutler Capital Management, LLC | 0.47% | No change | 77,750 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.1% | 76,211 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.1% | 75,974 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.9% | 72,641 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 69,847 | $981K |
| Coldstream Capital Management Inc. | 0.02% | Add +3896.7% | 68,983 | $976K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.4% | 68,859 | $967K |
| First Dallas Securities Inc. | 0.37% | Reduce -14.4% | 66,725 | $937K |
| Group One Trading LLC | 0.03% | Reduce -53.1% | 65,590 | $922K |
| SG Americas Securities, LLC | 0.00% | Add +11.9% | 64,137 | $901K |
| Janus Henderson Group PLC | 0.00% | No change | 61,448 | $862K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 59,906 | $842K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -7.9% | 59,800 | $840K |
| Pinnacle Holdings, LLC | 0.34% | No change | 58,912 | $828K |
| Comerica Bank | 0.00% | Reduce -4.8% | 58,278 | $819K |
| Gsa Capital Partners LLP | 0.06% | Reduce -59.4% | 57,486 | $808K |
| Gabelli Funds LLC | 0.01% | New | 56,968 | $800K |
| Victory Capital Management Inc. | 0.00% | Add +67.9% | 55,509 | $780K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 54,489 | $765K |
| Lanark Financial, Inc. | 0.06% | Reduce -2.3% | 52,719 | $740K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.1% | 48,927 | $687K |
| Western Financial Corp | 0.37% | Reduce -11.8% | 48,785 | $685K |
| AlphaQuest LLC | 0.07% | Add +211.7% | 48,387 | $680K |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.4% | 47,799 | $672K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 46,348 | $651K |
| IMC-Chicago, LLC | 0.02% | Reduce -52.8% | 43,669 | $614K |
| Jump Financial, LLC | 0.01% | Reduce -43.6% | 43,068 | $605K |
| Raymond James Financial Inc. | 0.00% | Add +141.6% | 41,954 | $589K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 41,714 | $586K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -6.8% | 41,588 | $584K |
| Entropy Technologies, LP | 0.05% | New | 40,761 | $573K |
| CenterBook Partners LP | 0.03% | New | 38,068 | $535K |
| Voya Investment Management LLC | 0.00% | Add +0.7% | 37,911 | $533K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -6.5% | 37,621 | $529K |
| Amalgamated Bank | 0.00% | Reduce -6.4% | 36,875 | $518K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 35,844 | $504K |
| Mackenzie Financial Corp. | 0.00% | Reduce -7.3% | 34,561 | $486K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +353.4% | 34,483 | $484K |
| Caxton Associates LLP | 0.01% | No change | 33,578 | $472K |
| Ironwood Investment Management LLC | 0.23% | Reduce -3.5% | 33,151 | $466K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.3% | 32,866 | $462K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 32,508 | $457K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 32,300 | $454K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.5% | 31,503 | $443K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.8% | 31,223 | $439K |
| ProShare Advisors LLC | 0.00% | Reduce -6.0% | 30,751 | $432K |
| World Investment Advisors | 0.01% | Add +26.2% | 30,276 | $425K |
| Handelsbanken Fonder AB | 0.00% | Reduce -30.0% | 29,616 | $416K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.2% | 28,942 | $407K |
| Freestone Grove Partners LP | 0.00% | Reduce -45.4% | 28,676 | $403K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 28,050 | $394K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.0% | 27,623 | $390K |
| Hollencrest Capital Management | 0.02% | Reduce -9.8% | 85,954 | $380K |
| Franklin Resources Inc. | 0.00% | Reduce -9.3% | 26,259 | $369K |
| Ethic Inc. | 0.01% | Add +1.9% | 24,511 | $345K |
| State of Wyoming | 0.04% | Add +12.4% | 24,528 | $345K |
| Amundi | 0.00% | Reduce -62.4% | 21,826 | $319K |
| Bayforest Capital Ltd | 0.14% | Reduce -29.1% | 22,339 | $314K |
| FMR LLC | 0.00% | Reduce -9.2% | 22,142 | $311K |
| Teacher Retirement System of Texas | 0.00% | Add +4.2% | 21,704 | $305K |
| Jain Global LLC | 0.00% | New | 21,168 | $297K |
| Natixis Advisors, LLC | 0.00% | Reduce -78.8% | 21,086 | $296K |
| HSBC Holdings PLC | 0.00% | Reduce -88.3% | 20,797 | $293K |
| KG Capital Management | 0.09% | New | 20,500 | $288K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.0% | 20,420 | $287K |
| Bank of Montreal | 0.00% | Reduce -5.2% | 20,304 | $285K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 19,896 | $280K |
| Aigen Investment Management, LP | 0.04% | Reduce -46.9% | 19,735 | $277K |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 19,547 | $275K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.4% | 17,816 | $250K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 17,350 | $244K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 17,202 | $242K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.6% | 17,081 | $240K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -18.0% | 16,444 | $231K |
| DRW Securities, LLC | 0.02% | New | 16,025 | $225K |
| Cerity Partners LLC | 0.00% | New | 14,899 | $209K |
| CIBC Asset Management Inc | 0.00% | No change | 14,593 | $205K |
| Occudo Quantitative Strategies LP | 0.02% | New | 14,482 | $203K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 14,080 | $198K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.5% | 13,393 | $198K |
| Quantinno Capital Management LP | 0.00% | Reduce -19.0% | 13,879 | $195K |
| Axq Capital, LP | 0.06% | Add +23.9% | 13,794 | $194K |
| Profund Advisors LLC | 0.01% | Reduce -7.6% | 13,680 | $192K |
| Two Sigma Securities, LLC | 0.02% | New | 13,585 | $191K |
| Guggenheim Capital LLC | 0.00% | Add +9.3% | 13,397 | $188K |
| PEAK6 LLC | 0.01% | New | 13,350 | $188K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 13,279 | $187K |
| Madison Asset Management, LLC | 0.00% | No change | 13,000 | $183K |
| Walleye Capital LLC | 0.00% | New | 12,769 | $179K |
| Mariner, LLC | 0.00% | Reduce -36.2% | 12,184 | $171K |
| Creative Planning | 0.00% | Reduce -53.0% | 12,059 | $169K |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 11,957 | $168K |
| Stifel Financial Corp. | 0.00% | New | 11,548 | $162K |
| Xponance LLC | 0.00% | Add +2.7% | 10,693 | $150K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.0% | 10,027 | $141K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 10,000 | $141K |
| Cwm, LLC | 0.00% | Add +9.1% | 8,783 | $123K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,068 | $113K |
| Osaic Holdings, Inc. | 0.00% | Add +210.8% | 5,809 | $82K |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 5,340 | $75K |
| KBC Group NV | 0.00% | Reduce -32.3% | 4,933 | $69K |
| GAMMA Investing LLC | 0.00% | Add +22.2% | 4,201 | $59K |
| Danske Bank A/S | 0.00% | New | 4,200 | $59K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.5% | 3,942 | $55K |
| Montag A & Associates Inc. | 0.00% | No change | 3,570 | $51K |
| Sterling Capital Management LLC | 0.00% | Add +46.9% | 3,523 | $49K |
| Anchor Investment Management, LLC | 0.00% | No change | 3,284 | $46K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 2,000 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 2,000 | $28K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,706 | $24K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,649 | $23K |
| Clearstead Advisors, LLC | 0.00% | New | 1,629 | $23K |
| Fifth Third Bancorp | 0.00% | Reduce -36.4% | 1,496 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 1,473 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +82.7% | 1,474 | $21K |
| Curat Global, LLC | 0.01% | No change | 985 | $14K |
| Bellwether Advisors, LLC | 0.00% | No change | 676 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 656 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 651 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -54.0% | 643 | $9K |
| US Bancorp \de | 0.00% | Add +74.8% | 631 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 629 | $9K |
| Brooklyn Investment Group | 0.00% | Add +125.8% | 587 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +6.6% | 562 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 532 | $7K |
| MAI Capital Management | 0.00% | Add +56.1% | 526 | $7K |
| Walleye Trading LLC | 0.00% | New | 512 | $7K |
| Optiver Holding B.V. | 0.00% | No change | 496 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +225.0% | 429 | $6K |
| Bessemer Group Inc. | 0.00% | Add +58.2% | 435 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.5% | 308 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -50.2% | 294 | $4K |
| UMB Bank, n.a. | 0.00% | Reduce -67.2% | 275 | $4K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 258 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 233 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -66.0% | 232 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 225 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -21.4% | 220 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 156 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -77.8% | 160 | $2K |
| Larson Financial Group LLC | 0.00% | Add +747.1% | 144 | $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% | No change | 121 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -13.2% | 118 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 105 | $1K |
| Allworth Financial LP | 0.00% | No change | 103 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.1% | 99 | $1K |
| Principal Securities, Inc. | 0.00% | Reduce -73.2% | 97 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 96 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 89 | $1K |
| Transce3nd, LLC | 0.00% | No change | 74 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 72 | $1K |
| Covestor Ltd | 0.00% | Add +400.0% | 50 | $1K |
| TD Capital Management LLC | 0.00% | No change | 67 | $947 |
| True Wealth Design, LLC | 0.00% | Reduce -15.4% | 66 | $928 |
| Arax Advisory Partners | 0.00% | Add +24.0% | 62 | $872 |
| Clearstead Trust, LLC | 0.00% | New | 52 | $731 |
| Kilter Group LLC | 0.00% | New | 48 | $675 |
| WPG Advisers, LLC | 0.00% | No change | 46 | $646 |
| Rise Advisors, LLC | 0.00% | New | 35 | $492 |
| Garde Capital, Inc. | 0.00% | No change | 22 | $310 |
| DecisionPoint Financial, LLC | 0.00% | New | 21 | $301 |
| Essential Partners LLC | 0.00% | — | 21 | $295 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $281 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 14 | $197 |
| Abound Wealth Management | 0.00% | No change | 13 | $183 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $98 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $15 |
| FNY Investment Advisers, LLC | 0.00% | New | 50 | $0 |
| Avion Wealth | 0.00% | New | 39 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -28.0% | 18 | $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.