Banc of CaliforniaBANC

13F holders, Q1 2026 (March 31)
316holders +29
54new positions
22sold out
6famous investors
$17.55avg. 13F price*

At the end of Q1 2026, 316 institutions reported holding Banc of California Inc. (BANC) in their 13F filings, up 29 from Q4 2025. 54 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($362.5M), T. Rowe Price Investment Management, Inc. ($229.2M) and State Street Corp. ($160.5M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Banc of California Inc.
CUSIP
05990K106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 272Q1 2024Q2 2024: 261Q2 2024Q3 2024: 267Q3 2024Q4 2024: 282Q4 2024Q1 2025: 278Q1 2025Q2 2025: 284Q2 2025Q3 2025: 272Q3 2025Q4 2025: 287Q4 2025Q1 2026: 316Q1 2026Q2 2026: 309Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions54$85.1M
Exits22$20.8M

All 13F filers, Q4 2025 → Q1 2026: 28,127,631 shares bought and 25,244,485 shares sold, net +2,883,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 316 holders

BlackRock, Inc. 0.01% Add +5.3% 20,621,416 $362.5M
T. Rowe Price Investment Management, Inc. 0.16% Add +0.7% 13,038,264 $229.2M
State Street Corp. 0.01% Add +5.2% 9,073,888 $160.5M
Millennium Management 0.10% Add +324.6% 7,281,230 $128.0M
Dimensional Fund Advisors LP 0.02% Add +10.3% 6,464,447 $113.6M
Vanguard Capital Management LLC 0.00% — 6,196,123 $108.9M
Vanguard Portfolio Management LLC 0.00% — 4,799,944 $84.4M
Invesco Ltd. 0.01% Reduce -28.9% 4,271,699 $75.1M
Geode Capital Management, LLC 0.00% Add +18.5% 3,673,205 $64.6M
American Century Companies Inc. 0.03% Add +31.9% 3,440,684 $60.5M
PL Capital Advisors, LLC 15.63% No change 2,949,219 $51.8M
Neuberger Berman Group LLC 0.04% Add +0.3% 2,809,468 $49.3M
Warburg Pincus LLC 13.51% Reduce -81.7% 2,640,244 $46.4M
Goldman Sachs Group Inc. 0.01% Reduce -0.6% 2,594,786 $45.6M
Wellington Management Group LLP 0.01% Add +120.9% 2,476,297 $43.5M
Ameriprise Financial Inc. 0.01% Reduce -5.2% 2,330,161 $41.0M
Morgan Stanley 0.00% Add +12.3% 2,189,427 $38.5M
UBS Group AG 0.01% Add +184.5% 1,702,277 $29.9M
Jupiter Asset Management Ltd. 0.15% Add +867.8% 1,617,137 $28.4M
William Blair Investment Management, LLC 0.09% Reduce -31.7% 1,583,477 $27.8M
North Reef Capital Management LP 0.91% Add +29.7% 1,500,000 $26.4M
Hodges Capital Management Inc. 2.13% Add +5.6% 1,462,302 $25.7M
Northern Trust Corp. 0.00% Add +6.1% 1,443,050 $25.4M
Charles Schwab Investment Management Inc. 0.00% Add +0.7% 1,264,271 $22.2M
Citadel Advisors 0.02% Reduce -75.0% 1,262,225 $22.2M
Bank of America Corp. 0.00% Add +219.1% 1,227,555 $21.6M
Qube Research & Technologies Ltd 0.03% New 1,225,917 $21.6M
Two Sigma Investments, LP 0.02% Add +28.2% 1,220,651 $21.5M
Penn Capital Management Company, LLC 1.66% Add +22.8% 1,213,010 $21.4M
Point72 Asset Management 0.04% Add +42.5% 1,197,537 $21.1M
Polar Asset Management Partners Inc. 0.64% Add +168.8% 1,127,558 $19.8M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 1,006,899 $17.7M
Barclays PLC 0.01% Add +154.1% 992,609 $17.5M
Bridgeway Capital Management, LLC 0.34% Add +5.0% 961,299 $16.9M
Vanguard Fiduciary Trust Co. 0.00% — 877,727 $15.4M
JPMorgan Chase & Co. 0.00% Reduce -40.1% 831,590 $14.1M
New York State Common Retirement Fund 0.02% Add +21.7% 788,123 $13.9M
Massachusetts Financial Services Co. 0.00% Reduce -69.2% 764,938 $13.4M
Balyasny Asset Management L.P. 0.03% Add +41.2% 742,849 $13.1M
Bayview Asset Management, LLC 10.64% No change 725,000 $12.7M
Empowered Funds, LLC 0.08% Add +7.4% 678,395 $11.9M
Principal Financial Group Inc. 0.01% Add +2.0% 652,758 $11.5M
Trexquant Investment LP 0.08% Add +219.8% 614,760 $10.8M
State of Wisconsin Investment Board 0.02% Reduce -26.5% 612,176 $10.8M
Nuveen, LLC 0.00% Add +45.6% 594,215 $10.4M
FMR LLC 0.00% Add +1888.0% 576,695 $10.1M
Algert Global LLC 0.14% Reduce -10.0% 528,330 $9.3M
Banc Funds Co. LLC 1.70% No change 519,738 $9.1M
AQR Capital Management 0.00% Add +9.0% 517,655 $9.1M
Verition Fund Management LLC 0.09% Reduce -30.9% 506,134 $8.9M
First Trust Advisors LP 0.01% Add +10.0% 490,136 $8.6M
Public Sector Pension Investment Board 0.03% Add +3.4% 480,243 $8.4M
Jane Street Group, LLC 0.01% Add +1783.4% 477,876 $8.4M
Tudor Investment Corporation 0.04% New 449,275 $7.9M
Los Angeles Capital Management LLC 0.03% Add +51698.3% 414,904 $7.3M
Campbell & CO Investment Adviser LLC 0.41% New 414,048 $7.3M
Rhumbline Advisers 0.01% Add +5.8% 411,346 $7.2M
Salzhauer Michael 3.32% Add +30.2% 588,756 $7.1M
Petiole USA ltd 4.88% No change 397,167 $7.0M
Thrivent Financial for Lutherans 0.01% Add +322.0% 389,205 $6.8M
Bessemer Group Inc. 0.01% Add +30.4% 386,677 $6.8M
Walleye Capital LLC 0.05% New 384,583 $6.8M
HRT Financial LP 0.02% Add +1537.5% 370,664 $6.5M
Victory Capital Management Inc. 0.00% Add +526.5% 368,568 $6.5M
Endeavour Capital Advisors Inc. 1.47% Reduce -20.7% 367,538 $6.5M
Citigroup Inc. 0.00% Reduce -8.4% 359,920 $6.3M
Russell Investments Group, Ltd. 0.01% Reduce -8.8% 354,900 $6.2M
Tiptree Advisors, LLC 3.57% No change 350,340 $6.2M
Gator Capital Management, LLC 1.31% Add +28.8% 349,860 $6.2M
Dana Investment Advisors, Inc. 0.18% Reduce -0.2% 348,583 $6.1M
SG Americas Securities, LLC 0.01% Add +137.7% 344,033 $6.0M
LSV Asset Management 0.01% Add +74.8% 338,900 $6.0M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -58.0% 337,805 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.1% 337,746 $5.9M
Sei Investments Co. 0.01% Add +8.9% 335,588 $5.9M
Legal & General Group Plc 0.00% Reduce -7.3% 300,731 $5.3M
Seven Grand Managers, LLC 0.35% New 300,000 $5.3M
Franklin Resources Inc. 0.00% Add +834.8% 296,852 $5.2M
Longaeva Partners L.P. 0.24% New 285,796 $5.0M
Mendon Capital Advisors Corp. 1.87% Add +10.0% 275,000 $4.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -37.4% 273,567 $4.8M
Rafferty Asset Management, LLC 0.02% Reduce -18.1% 254,577 $4.5M
Curi Capital, LLC 0.08% Add +0.0% 253,932 $4.5M
Swiss National Bank 0.00% Add +2.8% 253,714 $4.5M
Allianz Asset Management GmbH 0.01% New 251,542 $4.4M
Basswood Capital Management, L.L.C. 0.23% No change 251,202 $4.4M
Black Maple Capital Management LP 3.37% Add +44.6% 249,621 $4.4M
EJF Capital LP 2.96% Add +13.7% 238,943 $4.2M
Thompson Siegel & Walmsley LLC 0.07% Reduce -29.8% 235,485 $4.1M
BNP Paribas Financial Markets 0.00% Add +19.1% 234,105 $4.1M
Quantbot Technologies LP 0.17% Add +180.5% 230,122 $4.0M
Wells Fargo & Company 0.00% Add +32.3% 225,479 $4.0M
TD Asset Management Inc 0.00% No change 222,974 $3.9M
Man Group plc 0.01% Add +627.8% 218,557 $3.8M
Engineers Gate Manager LP 0.05% New 213,569 $3.8M
Alliancebernstein L.P. 0.00% Reduce -63.3% 184,062 $3.6M
Hennessy Advisors Inc. 0.12% Reduce -8.4% 195,000 $3.4M
Voya Investment Management LLC 0.00% Add +21.4% 194,209 $3.4M
PEAK6 LLC 0.10% Add +457.3% 192,685 $3.4M
California State Teachers Retirement System 0.00% Add +55.4% 186,246 $3.3M
Orchard Capital Management, LLC 4.09% No change 177,885 $3.1M
Susquehanna International Group, LLP 0.00% Add +169.8% 176,915 $3.1M
Tectonic Advisors LLC 0.16% Reduce -0.4% 170,119 $3.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% New 159,409 $2.8M
Oliver Luxxe Assets LLC 0.40% Add +27.9% 153,833 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +20.6% 145,686 $2.6M
Coldstream Capital Management Inc. 0.03% Add +1.6% 139,092 $2.5M
Prudential Financial Inc. 0.00% Add +10.6% 139,046 $2.4M
Graham Capital Management, L.P. 0.11% Add +1245.2% 135,139 $2.4M
Intech Investment Management LLC 0.02% Reduce -39.9% 129,675 $2.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +883.3% 128,960 $2.3M
Gsa Capital Partners LLP 0.14% New 128,722 $2.3M
Jacobs Levy Equity Management, Inc. 0.01% Add +4.9% 123,728 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -51.0% 122,203 $2.1M
Sippican Capital Advisors 1.46% Reduce -2.5% 121,420 $2.1M
Deutsche Bank AG 0.00% Add +8.6% 120,903 $2.1M
Occudo Quantitative Strategies LP 0.11% Add +96.6% 112,293 $2.1M
Numerai GP LLC 0.21% Add +547.8% 117,173 $2.1M
CANADA LIFE ASSURANCE Co 0.00% No change 111,786 $2.0M
Crescent Grove Advisors, LLC 0.18% Add +0.5% 102,275 $1.8M
HSBC Holdings PLC 0.00% Add +21.1% 102,920 $1.8M
Allstate Corp. 0.02% New 102,602 $1.8M
ARGA Investment Management, LP 0.06% Add +8.0% 95,387 $1.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 88,148 $1.5M
PVG Asset Management Corp. 0.90% Add +512.6% 77,175 $1.5M
Cutler Capital Management, LLC 0.47% Add +1.0% 79,550 $1.4M
XTX Topco Ltd 0.02% Add +103.4% 79,311 $1.4M
Credit Agricole S A 0.00% No change 79,306 $1.4M
LPL Financial LLC 0.00% Add +285.9% 77,189 $1.4M
Integrated Quantitative Investments LLC 0.25% New 77,077 $1.4M
Illinois Municipal Retirement Fund 0.02% Add +14.1% 75,368 $1.3M
Twinbeech Capital LP 0.13% New 73,580 $1.3M
MetLife Investment Management, LLC 0.01% Add +3.1% 72,826 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -2.8% 72,658 $1.3M
IMC-Chicago, LLC 0.02% New 72,420 $1.3M
OP Asset Management Ltd 0.01% New 70,927 $1.2M
First Dallas Securities Inc. 0.46% Reduce -3.2% 70,475 $1.2M
Vanguard Global Advisers, LLC 0.00% — 67,576 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.8% 63,673 $1.1M
Creative Planning 0.00% Add +69.0% 63,325 $1.1M
Squarepoint Ops LLC 0.00% Reduce -21.4% 62,515 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +6.3% 62,283 $1.1M
Janus Henderson Group PLC 0.00% Reduce -91.9% 61,448 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 61,240 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -3.3% 59,500 $1.0M
Gabelli Funds LLC 0.01% No change 56,638 $996K
Pinnacle Holdings, LLC 0.34% Reduce -4.8% 54,227 $953K
Quantinno Capital Management LP 0.00% Add +121.0% 51,873 $912K
Lanark Financial, Inc. 0.07% Reduce -3.9% 50,648 $890K
Fifth Third Bancorp 0.00% Add +4790.9% 50,279 $884K
LuminArx Capital Management LP 0.91% New 50,000 $879K
Western Financial Corp 0.34% Add +0.1% 48,940 $860K
Brevan Howard Capital Management LP 0.01% New 48,744 $857K
FORA Capital, LLC 0.06% Add +181.5% 47,581 $837K
New York State Teachers Retirement System 0.00% Reduce -37.4% 47,490 $835K
State Board of Administration of Florida Retirement System 0.00% No change 46,348 $815K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.1% 42,998 $756K
Virtu Financial LLC 0.03% New 42,447 $746K
Jefferies Financial Group Inc. 0.01% Add +151.6% 40,896 $719K
Harbor Capital Advisors, Inc. 0.06% Reduce -25.0% 39,933 $702K
Pacific Ridge Capital Partners, LLC 0.15% Reduce -49.1% 38,771 $682K
Amalgamated Bank 0.01% Reduce -0.9% 38,464 $676K
Amundi 0.00% Add +44.6% 37,042 $651K
Ieq Capital, LLC 0.00% Reduce -48.0% 36,766 $646K
Vanguard Investments Australia, Ltd. 0.00% — 36,459 $641K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.7% 36,345 $639K
Yousif Capital Management, LLC 0.01% Reduce -1.5% 35,579 $625K
Brooklyn Investment Group 0.02% New 35,441 $623K
Arizona State Retirement System 0.00% Add +1.1% 35,232 $619K
Sheets Smith Wealth Management 0.07% Reduce -0.3% 33,241 $584K
Teachers Retirement System of the State of Kentucky 0.00% No change 33,169 $584K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 33,198 $584K
Caxton Associates LLP 0.01% Add +15.1% 32,932 $579K
Adage Capital Partners Gp, L.L.C. 0.00% New 32,907 $579K
Ironwood Investment Management LLC 0.24% Reduce -0.8% 32,686 $575K
Marshall Wace, LLP 0.00% New 32,473 $571K
Royal Bank of Canada 0.00% Add +120.3% 31,546 $554K
Oregon Public Employees Retirement Fund 0.01% No change 30,742 $540K
State of Tennessee, Department of Treasury 0.00% No change 30,127 $530K
Mercer Global Advisors Inc. 0.00% Add +21.2% 29,660 $521K
Handelsbanken Fonder AB 0.00% No change 29,616 $521K
Precision Wealth Strategies, LLC 0.17% New 28,292 $497K
KLP Kapitalforvaltning As 0.00% No change 27,623 $488K
Raymond James Financial Inc. 0.00% Add +37.5% 27,650 $486K
Ethic Inc. 0.01% Add +2.0% 27,595 $485K
GTS Securities LLC 0.02% New 26,853 $472K
Two Sigma Securities, LLC 0.05% New 25,279 $444K
Cerity Partners LLC 0.00% Reduce -28.5% 24,835 $437K
Martingale Asset Management L P 0.01% New 24,400 $429K
Watershed Asset Management, L.L.C. 0.44% Add +10.2% 24,355 $428K
Aster Capital Management (DIFC) Ltd 0.13% Add +6645.6% 29,006 $412K
Pictet Asset Management Holding SA 0.00% No change 23,237 $409K
World Investment Advisors 0.01% Reduce -3.0% 22,477 $395K
Perbak Capital Partners LLP 0.10% New 22,414 $394K
Jump Financial, LLC 0.01% New 22,400 $394K
Rockefeller Capital Management L.P. 0.00% Reduce -12.9% 22,046 $388K
Cwm, LLC 0.00% Add +18.6% 21,897 $385K
Natixis Advisors, LLC 0.00% Add +58.6% 21,826 $384K
State of Wyoming 0.04% Reduce -8.6% 21,531 $379K
Tidal Investments LLC 0.00% Add +91.7% 21,271 $374K
Envestnet Asset Management Inc. 0.00% Add +16.9% 21,137 $372K
ProShare Advisors LLC 0.00% Reduce -15.7% 21,106 $371K
Maryland State Retirement & Pension System 0.01% No change 19,630 $345K
Cetera Investment Advisers 0.00% Add +11.4% 17,656 $310K
Mariner, LLC 0.00% Reduce -23.8% 17,484 $307K
Formula Growth Ltd. 0.13% New 17,000 $299K
Tower Research Capital LLC (TRC) 0.01% Add +1070.0% 16,837 $296K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.2% 16,064 $283K
Commonwealth Equity Services, LLC 0.00% Add +55.5% 16,040 $282K
Mutual of America Capital Management LLC 0.00% Add +0.1% 15,363 $270K
CIBC Asset Management Inc 0.00% Reduce -2.4% 14,303 $251K
Glenmede Trust Co. NA 0.00% New 13,979 $246K
Cambria Investment Management, L.P. 0.01% New 13,475 $237K
Axq Capital, LP 0.03% New 13,182 $232K
Profund Advisors LLC 0.01% Reduce -41.1% 13,168 $231K
HighTower Advisors, LLC 0.00% New 13,124 $231K
Xponance LLC 0.00% Add +25.6% 12,687 $223K
Stifel Financial Corp. 0.00% Reduce -0.1% 12,409 $218K
Group One Trading LLC 0.01% Reduce -28.8% 12,345 $217K
Polymer Capital Management (US) LLC 0.03% Reduce -32.0% 12,165 $214K
Sciencast Management LP 0.03% New 11,776 $207K
D. E. Shaw & Co. 0.00% New 11,521 $203K
Mirabella Financial Services LLP 0.02% Reduce -96.8% 11,191 $197K
Dark Forest Capital Management LP 0.02% New 11,038 $194K
Ameritas Investment Partners, Inc. 0.01% No change 10,730 $189K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 10,659 $187K
Vestmark Advisory Solutions, Inc. 0.00% New 10,635 $187K
Focus Partners Wealth 0.00% New 10,538 $185K
Cibc World Market Inc. 0.00% New 10,510 $185K
Bank of Montreal 0.00% New 10,502 $185K
Beacon Pointe Advisors, LLC 0.00% New 10,370 $182K
MQS Management LLC 0.12% Reduce -34.7% 10,346 $182K
Vident Advisory, LLC 0.00% New 10,168 $179K
Wellington Shields Capital Management, LLC 0.03% No change 10,000 $176K
Public Employees Retirement Association of Colorado 0.00% No change 8,068 $142K
Meeder Asset Management Inc. 0.01% Add +205.5% 7,023 $123K
Hantz Financial Services, Inc. 0.00% Add +218.8% 6,882 $121K
Jones Financial Companies LLLP 0.00% Add +25.4% 6,573 $111K
Hollencrest Capital Management 0.00% Reduce -18.9% 95,116 $101K
GAMMA Investing LLC 0.00% Add +1.1% 5,354 $94K
Advisory Services Network, LLC 0.00% New 5,068 $89K
Osaic Holdings, Inc. 0.00% Reduce -0.3% 5,005 $88K
KBC Group NV 0.00% No change 4,933 $87K
Sterling Capital Management LLC 0.00% Reduce -39.0% 4,261 $75K
Danske Bank A/S 0.00% No change 4,200 $74K
Quadrant Capital Group LLC 0.00% Add +49.1% 3,951 $69K
Bayforest Capital Ltd 0.08% Reduce -24.9% 3,826 $67K
Walleye Trading LLC 0.00% New 3,769 $66K
Kemnay Advisory Services Inc. 0.01% Add +400.4% 3,758 $66K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +10.3% 3,750 $66K
Montag A & Associates Inc. 0.00% No change 3,570 $63K
Arax Advisory Partners 0.00% Reduce -6.5% 3,582 $63K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +41.8% 3,174 $56K
Smartleaf Asset Management LLC 0.00% Reduce -50.5% 2,917 $50K
Parallel Advisors, LLC 0.00% Add +324.3% 2,410 $42K
Versant Capital Management, Inc 0.00% Add +241.5% 2,196 $39K
Nisa Investment Advisors, LLC 0.00% Add +6.7% 2,101 $37K
EverSource Wealth Advisors, LLC 0.00% Add +1.8% 2,060 $36K
Triumph Capital Management 0.01% No change 2,025 $36K
Caldwell Sutter Capital, Inc. 0.01% No change 2,000 $35K
Orion Capital Management LLC 0.01% No change 1,800 $32K
Salomon & Ludwin, LLC 0.00% No change 1,265 $22K
Signaturefd, LLC 0.00% Add +193.8% 1,134 $20K
US Bancorp \de 0.00% Reduce -5.7% 1,051 $18K
Allworth Financial LP 0.00% Add +221.1% 1,034 $18K
Farther Finance Advisors, LLC 0.00% Add +33.9% 983 $17K
Curat Global, LLC 0.02% No change 985 $17K
UMB Bank, n.a. 0.00% Add +33.9% 826 $15K
Peregrine Capital Management LLC 0.00% Reduce -99.8% 780 $14K
Summit Securities Group LLC 0.01% Add +123.0% 669 $12K
Atwood & Palmer Inc. 0.00% No change 656 $12K
Parkside Financial Bank & Trust 0.00% Add +309.4% 655 $12K
MAI Capital Management 0.00% Add +202.2% 562 $10K
Sound Income Strategies, LLC 0.00% Add +0.4% 555 $10K
Quarry LP 0.00% Add +197.8% 548 $10K
JPL Wealth Management, LLC 0.00% New 474 $8K
Rothschild Investment LLC 0.00% Add +6.0% 387 $7K
Essential Partners LLC 0.00% Reduce -50.3% 305 $5K
SBI Securities Co., Ltd. 0.00% Reduce -30.3% 232 $4K
Fortis Group Advisors, LLC 0.00% No change 225 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 204 $4K
Fortitude Family Office, LLC 0.00% Reduce -20.7% 184 $3K
Ancora Advisors LLC 0.00% New 164 $3K
High Note Wealth, LLC 0.00% No change 147 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 131 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 130 $2K
Blue Trust, Inc. 0.00% No change 130 $2K
Creative Capital Management Investments LLC 0.00% No change 125 $2K
Basecamp Wealth Advisors LLC 0.00% New 112 $2K
Sunbelt Securities, Inc. 0.00% No change 108 $2K
Keating Financial Advisory Services, Inc. 0.00% New 105 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 105 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 96 $2K
Assetmark, Inc. 0.00% Add +93.2% 85 $1K
Kilter Group LLC 0.00% No change 82 $1K
IFP Advisors, Inc 0.00% No change 81 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 74 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.0% 72 $1K
TD Capital Management LLC 0.00% Add +1.5% 69 $1K
Root Financial Partners, LLC 0.00% New 67 $1K
True Wealth Design, LLC 0.00% No change 66 $1K
Cedar Mountain Advisors, LLC 0.00% No change 51 $897
Caitong International Asset Management Co., Ltd 0.00% Reduce -90.0% 47 $826
WPG Advisers, LLC 0.00% No change 46 $809
Godfrey Financial Associates, Inc. 0.00% No change 37 $650
Bare Financial Services, Inc 0.00% New 28 $492
DecisionPoint Financial, LLC 0.00% No change 21 $370
Harbour Investments, Inc. 0.00% Add +157.1% 18 $316
Gilpin Wealth Management, LLC 0.00% No change 14 $247
Ankerstar Wealth, LLC 0.00% No change 13 $230
SJS Investment Consulting Inc. 0.00% New 1 $18
DiNuzzo Private Wealth, Inc. 0.00% No change 1 $18
Hughes Financial Services, LLC 0.00% New 1 $18
FNY Investment Advisers, LLC 0.00% No change 50 $0
Avion Wealth 0.00% No change 39 $0
Covestor Ltd 0.00% No change 9 $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.