Banc of CaliforniaBANC

13F holders, Q2 2026 (June 30)
309holders −7
39new positions
44sold out
6famous investors
$20.42avg. 13F price*

At the end of Q2 2026, 309 institutions reported holding Banc of California Inc. (BANC) in their 13F filings, down 7 from Q1 2026. 39 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($462.3M), T. Rowe Price Investment Management, Inc. ($265.7M) and State Street Corp. ($197.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$62.5M
Exits44$154.1M

All 13F filers, Q1 2026 → Q2 2026: 27,546,046 shares bought and 22,569,296 shares sold, net +4,976,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 309 holders

BlackRock, Inc. 0.01% Add +9.7% 22,626,138 $462.3M
T. Rowe Price Investment Management, Inc. 0.17% Reduce -0.3% 13,003,213 $265.7M
State Street Corp. 0.01% Add +5.7% 9,592,437 $197.1M
Dimensional Fund Advisors LP 0.03% Add +6.6% 6,893,063 $140.8M
Vanguard Portfolio Management LLC 0.01% Add +34.0% 6,434,007 $131.4M
Vanguard Capital Management LLC 0.00% Add +2.4% 6,344,209 $129.6M
Wellington Management Group LLP 0.02% Add +147.2% 6,121,876 $125.1M
Invesco Ltd. 0.01% Add +16.2% 4,963,067 $101.4M
American Century Companies Inc. 0.04% Add +28.7% 4,428,331 $90.5M
Geode Capital Management, LLC 0.00% Add +1.7% 3,735,558 $76.3M
Goldman Sachs Group Inc. 0.01% Add +17.0% 3,034,918 $62.0M
Neuberger Berman Group LLC 0.04% Add +5.9% 2,975,692 $60.8M
Two Sigma Investments, LP 0.05% Add +142.3% 2,957,956 $60.4M
Ameriprise Financial Inc. 0.01% Add +21.0% 2,818,633 $57.6M
Millennium Management 0.04% Reduce -62.9% 2,698,474 $55.1M
PL Capital Advisors, LLC 13.91% Reduce -16.9% 2,449,219 $50.0M
JPMorgan Chase & Co. 0.00% Add +176.6% 2,300,242 $47.2M
Morgan Stanley 0.00% Reduce -11.4% 1,940,174 $39.6M
Barclays PLC 0.01% Add +70.1% 1,688,832 $34.5M
Northern Trust Corp. 0.00% Add +15.9% 1,673,095 $34.2M
Bessemer Group Inc. 0.05% Add +332.5% 1,672,223 $34.2M
Nuveen, LLC 0.01% Add +161.3% 1,552,528 $31.7M
Hodges Capital Management Inc. 1.82% Reduce -8.0% 1,345,846 $27.5M
Qube Research & Technologies Ltd 0.03% Add +5.3% 1,291,403 $26.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 1,262,648 $25.8M
William Blair Investment Management, LLC 0.08% Reduce -21.1% 1,249,192 $25.5M
Penn Capital Management Company, LLC 1.56% Reduce -1.1% 1,199,061 $24.5M
Point72 Asset Management 0.04% Reduce -1.2% 1,183,260 $24.2M
Bank of America Corp. 0.00% Reduce -10.7% 1,096,631 $22.4M
Bank of New York Mellon Corp 0.00% Add +7.0% 1,077,784 $22.0M
Assenagon Asset Management S.A. 0.03% New 1,065,432 $21.8M
Longaeva Partners L.P. 0.62% Add +270.4% 1,058,731 $21.6M
FMR LLC 0.00% Add +74.2% 1,004,842 $20.5M
Bridgeway Capital Management, LLC 0.36% Add +3.0% 989,663 $20.2M
Vanguard Fiduciary Trust Co. 0.00% Add +5.3% 924,723 $18.9M
Algert Global LLC 0.20% Add +56.3% 825,810 $16.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +571.9% 821,111 $16.8M
UBS Group AG 0.00% Reduce -52.1% 815,928 $16.7M
Trexquant Investment LP 0.10% Add +32.6% 814,928 $16.6M
New York State Common Retirement Fund 0.02% Add +2.0% 803,923 $16.4M
Prudential Financial Inc. 0.02% Add +413.9% 714,626 $14.6M
Empowered Funds, LLC 0.08% Add +4.3% 707,397 $14.5M
Massachusetts Financial Services Co. 0.00% Reduce -9.0% 696,033 $14.2M
Principal Financial Group Inc. 0.01% Add +1.4% 662,095 $13.5M
Jain Global LLC 0.16% New 613,126 $12.5M
Basswood Capital Management, L.L.C. 0.50% Add +129.5% 576,403 $11.8M
State of Wisconsin Investment Board 0.02% Reduce -8.2% 561,817 $11.5M
LSV Asset Management 0.02% Add +57.4% 533,500 $10.9M
Jacobs Levy Equity Management, Inc. 0.04% Add +321.2% 521,185 $10.6M
Banc Funds Co. LLC 1.75% No change 519,738 $10.6M
Tudor Investment Corporation 0.04% Add +5.1% 472,286 $9.6M
Public Sector Pension Investment Board 0.03% Reduce -2.1% 470,030 $9.6M
Los Angeles Capital Management LLC 0.04% Add +13.1% 469,219 $9.6M
Salzhauer Michael 3.52% Reduce -20.4% 468,559 $9.6M
Russell Investments Group, Ltd. 0.01% Add +19.9% 425,565 $8.7M
Citigroup Inc. 0.00% Add +18.2% 425,526 $8.7M
Petiole USA ltd 5.83% Add +0.0% 397,168 $8.1M
Mendon Capital Advisors Corp. 2.75% Add +38.6% 381,273 $7.8M
Rhumbline Advisers 0.01% Reduce -7.3% 381,242 $7.8M
Allianz Asset Management GmbH 0.01% Add +45.8% 366,654 $7.5M
Verition Fund Management LLC 0.06% Reduce -28.0% 364,334 $7.4M
Brevan Howard Capital Management LP 0.11% Add +645.5% 363,400 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.2% 358,830 $7.3M
Gator Capital Management, LLC 1.58% Add +2.5% 358,765 $7.3M
Curi Capital, LLC 0.11% Add +39.8% 354,890 $7.3M
Tiptree Advisors, LLC 4.42% No change 350,340 $7.2M
Dana Investment Advisors, Inc. 0.18% Reduce -1.6% 342,902 $7.0M
Hotchkis & Wiley Capital Management LLC 0.02% Add +0.9% 341,005 $7.0M
Franklin Resources Inc. 0.00% Add +11.9% 332,297 $6.8M
BNP Paribas Financial Markets 0.00% Add +38.7% 324,619 $6.6M
Squarepoint Ops LLC 0.01% Add +417.1% 323,256 $6.6M
Legal & General Group Plc 0.00% Add +0.8% 303,107 $6.2M
Sei Investments Co. 0.01% Reduce -11.6% 296,779 $6.1M
Susquehanna International Group, LLP 0.01% Add +66.4% 294,339 $6.0M
Swiss National Bank 0.00% Add +15.6% 293,214 $6.0M
Voya Investment Management LLC 0.01% Add +39.1% 270,172 $5.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +103.8% 262,769 $5.4M
Weiss Asset Management LP 0.09% New 255,381 $5.2M
Quantbot Technologies LP 0.20% Add +10.1% 253,389 $5.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +305.9% 248,589 $5.1M
Jupiter Asset Management Ltd. 0.03% Reduce -84.7% 246,753 $5.0M
Engineers Gate Manager LP 0.06% Add +8.8% 232,431 $4.7M
HSBC Holdings PLC 0.00% Add +118.4% 224,746 $4.6M
TD Asset Management Inc 0.00% No change 222,974 $4.6M
Numerai GP LLC 0.37% Add +88.5% 220,921 $4.5M
Man Group plc 0.01% Reduce -1.7% 214,845 $4.4M
EJF Capital LP 2.77% Reduce -15.1% 202,967 $4.1M
Thompson Siegel & Walmsley LLC 0.07% Reduce -14.7% 200,976 $4.1M
Hennessy Advisors Inc. 0.12% Reduce -2.6% 190,000 $3.9M
Alliancebernstein L.P. 0.00% Add +19.2% 219,482 $3.9M
California State Teachers Retirement System 0.00% Reduce -2.2% 182,142 $3.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.21% Add +13.7% 181,307 $3.7M
D. E. Shaw & Co. 0.00% Add +1423.8% 175,561 $3.6M
Wells Fargo & Company 0.00% Reduce -23.1% 173,461 $3.5M
Rafferty Asset Management, LLC 0.01% Reduce -32.1% 172,961 $3.5M
First Trust Advisors LP 0.00% Reduce -65.7% 168,136 $3.4M
Deutsche Bank AG 0.00% Add +32.6% 160,324 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -59.2% 158,815 $3.2M
Intech Investment Management LLC 0.03% Add +18.1% 153,123 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +3.0% 150,089 $3.1M
Boothbay Fund Management, LLC 0.06% New 148,748 $3.0M
Orchard Capital Management, LLC 3.30% Reduce -17.1% 147,413 $3.0M
Endeavour Capital Advisors Inc. 0.61% Reduce -60.4% 145,478 $3.0M
AQR Capital Management 0.00% Reduce -74.7% 130,910 $2.7M
Aquatic Capital Management LLC 0.09% New 129,708 $2.6M
Tectonic Advisors LLC 0.12% Reduce -27.0% 124,201 $2.5M
Sippican Capital Advisors 1.51% Reduce -0.0% 121,370 $2.5M
Integrated Quantitative Investments LLC 0.40% Add +56.8% 120,855 $2.5M
Janney Montgomery Scott LLC 0.00% New 116,278 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.7% 106,486 $2.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +17.4% 103,443 $2.1M
Crescent Grove Advisors, LLC 0.18% No change 102,275 $2.1M
Entropy Technologies, LP 0.08% New 98,740 $2.0M
State Board of Administration of Florida Retirement System 0.00% Add +108.4% 96,606 $2.0M
ARGA Investment Management, LP 0.05% No change 95,387 $1.9M
Oliver Luxxe Assets LLC 0.28% Reduce -39.7% 92,753 $1.9M
MetLife Investment Management, LLC 0.01% Add +23.3% 89,771 $1.8M
DRW Securities, LLC 0.11% New 88,560 $1.8M
Public Employees Retirement System of Ohio 0.00% New 81,989 $1.7M
Cutler Capital Management, LLC 0.52% Add +1.3% 80,550 $1.6M
Gsa Capital Partners LLP 0.10% Reduce -38.2% 79,597 $1.6M
Credit Agricole S A 0.00% No change 79,306 $1.6M
Quantinno Capital Management LP 0.00% Add +51.1% 78,387 $1.6M
PVG Asset Management Corp. 0.91% No change 77,175 $1.6M
PMC FIG Opportunities LLC 2.52% New 76,742 $1.6M
SG Americas Securities, LLC 0.00% Reduce -78.3% 74,570 $1.5M
Polymer Capital Management (US) LLC 0.22% Add +489.7% 71,742 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +11.6% 71,049 $1.5M
OP Asset Management Ltd 0.02% No change 70,927 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +13.4% 70,613 $1.4M
Gabelli Funds LLC 0.01% Add +23.6% 70,000 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -8.1% 69,230 $1.4M
Victory Capital Management Inc. 0.00% Reduce -81.7% 67,409 $1.4M
Vanguard Global Advisers, LLC 0.00% Reduce -1.8% 66,389 $1.4M
First Dallas Securities Inc. 0.44% Reduce -8.2% 64,725 $1.3M
Mackenzie Financial Corp. 0.00% New 63,455 $1.3M
XTX Topco Ltd 0.02% Reduce -21.8% 62,005 $1.3M
Jupiter Topco LLC 0.00% — 61,448 $1.3M
Louisiana State Employees Retirement System 0.02% Add +0.8% 60,000 $1.2M
Creative Planning 0.00% Reduce -5.9% 59,616 $1.2M
Coldstream Capital Management Inc. 0.01% Reduce -59.9% 55,817 $1.1M
Pinnacle Holdings, LLC 0.36% Reduce -0.0% 54,203 $1.1M
New York State Teachers Retirement System 0.00% Add +9.3% 51,908 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -29.1% 51,485 $1.1M
Lanark Financial, Inc. 0.07% No change 50,648 $1.0M
Western Financial Corp 0.29% Add +0.1% 48,997 $1.0M
Fifth Third Bancorp 0.00% Reduce -4.6% 47,962 $980K
Police & Firemen's Retirement System of New Jersey 0.01% Add +25.2% 45,503 $930K
Nordea Investment Management AB 0.00% New 44,640 $910K
Legato Capital Management LLC 0.07% New 43,778 $894K
Harbor Capital Advisors, Inc. 0.06% Add +3.8% 41,444 $847K
Caxton Associates LLP 0.02% Add +25.7% 41,409 $846K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.8% 40,911 $836K
Balyasny Asset Management L.P. 0.00% Reduce -94.6% 40,311 $824K
Arizona State Retirement System 0.00% Add +14.4% 40,310 $824K
Allstate Corp. 0.01% Reduce -61.9% 39,082 $798K
Pacific Ridge Capital Partners, LLC 0.14% Reduce -1.1% 38,330 $783K
Acadian Asset Management LLC 0.00% New 37,756 $771K
Amalgamated Bank 0.01% Reduce -3.2% 37,225 $761K
Black Maple Capital Management LP 0.50% Reduce -85.3% 36,584 $747K
Vanguard Investments Australia, Ltd. 0.00% No change 36,459 $745K
Yousif Capital Management, LLC 0.01% Add +1.6% 36,159 $739K
Summit Global Investments 0.04% New 34,583 $707K
Marshall Wace, LLP 0.00% Add +3.6% 33,629 $687K
Amundi 0.00% Reduce -9.3% 33,598 $686K
Raymond James Financial Inc. 0.00% Add +20.7% 33,381 $682K
KLP Kapitalforvaltning As 0.00% Add +19.9% 33,123 $680K
Sheets Smith Wealth Management 0.07% No change 33,241 $679K
Teachers Retirement System of the State of Kentucky 0.00% No change 33,169 $677K
Two Sigma Securities, LLC 0.06% Add +29.4% 32,709 $668K
Ironwood Investment Management LLC 0.23% Reduce -0.1% 32,649 $667K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.3% 32,444 $663K
Cetera Investment Advisers 0.00% Add +83.2% 32,347 $661K
Citadel Advisors 0.00% Reduce -97.5% 31,868 $651K
Oregon Public Employees Retirement Fund 0.01% Add +1.0% 31,042 $634K
Walleye Capital LLC 0.00% Reduce -92.1% 30,464 $622K
State of Tennessee, Department of Treasury 0.00% No change 30,127 $615K
Centiva Capital, LP 0.02% New 29,752 $608K
Handelsbanken Fonder AB 0.00% No change 29,616 $605K
Natixis Advisors, LLC 0.00% Add +29.8% 28,336 $578K
Martingale Asset Management L P 0.01% Add +15.0% 28,068 $573K
Ethic Inc. 0.01% Add +1.3% 27,953 $571K
CSM Advisors, LLC 0.01% New 26,005 $530K
New Age Alpha Advisors, LLC 0.02% New 25,113 $513K
Watershed Asset Management, L.L.C. 0.45% No change 24,355 $498K
Envestnet Asset Management Inc. 0.00% Add +11.3% 23,537 $481K
Pictet Asset Management Holding SA 0.00% No change 23,237 $475K
Sciencast Management LP 0.09% Add +87.9% 22,123 $452K
ProShare Advisors LLC 0.00% Add +3.3% 21,800 $445K
Rockefeller Capital Management L.P. 0.00% Reduce -1.8% 21,651 $442K
Aigen Investment Management, LP 0.12% New 20,727 $423K
Maryland State Retirement & Pension System 0.01% Add +2.1% 20,042 $409K
LPL Financial LLC 0.00% Reduce -74.2% 19,910 $407K
Royal Bank of Canada 0.00% Reduce -37.1% 19,829 $405K
World Investment Advisors 0.01% No change 22,477 $395K
Mariner, LLC 0.00% Add +5.3% 18,411 $376K
Mercer Global Advisors Inc. 0.00% Reduce -39.4% 17,978 $367K
Cerity Partners LLC 0.00% Reduce -29.3% 17,560 $359K
Ieq Capital, LLC 0.00% Reduce -52.6% 17,424 $356K
STRS Ohio 0.00% New 16,000 $327K
Mutual of America Capital Management LLC 0.00% Add +2.0% 15,670 $320K
111 Capital 0.06% New 15,668 $320K
Xponance LLC 0.00% Add +20.2% 15,248 $312K
Twinbeech Capital LP 0.06% Reduce -79.5% 15,044 $307K
Jefferies Financial Group Inc. 0.00% Reduce -65.1% 14,267 $291K
Ameritas Investment Partners, Inc. 0.01% Add +30.5% 14,002 $286K
Pinnacle Associates Ltd. 0.00% New 13,818 $282K
Tidal Investments LLC 0.00% Reduce -36.3% 13,559 $277K
CIBC Asset Management Inc 0.00% Reduce -7.4% 13,242 $271K
Bank of Montreal 0.00% Add +19.2% 12,522 $256K
Stifel Financial Corp. 0.00% Reduce -1.4% 12,242 $250K
Group One Trading LLC 0.01% Reduce -2.7% 12,012 $245K
Glenmede Trust Co. NA 0.00% Reduce -14.2% 11,994 $245K
Profund Advisors LLC 0.01% Reduce -9.9% 11,868 $242K
PNC Financial Services Group, Inc. 0.00% Add +5.5% 11,240 $230K
State of Wyoming 0.02% Reduce -48.9% 11,000 $225K
Vestmark Advisory Solutions, Inc. 0.00% Add +0.2% 10,661 $218K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,653 $218K
Cibc World Market Inc. 0.00% Add +0.9% 10,602 $217K
Global Retirement Partners, LLC 0.00% — 10,347 $211K
GTS Securities LLC 0.00% Reduce -62.0% 10,207 $209K
Jones Financial Companies LLLP 0.00% Add +52.4% 10,018 $208K
Wellington Shields Capital Management, LLC 0.03% No change 10,000 $204K
Tower Research Capital LLC (TRC) 0.00% Reduce -43.7% 9,476 $194K
Public Employees Retirement Association of Colorado 0.00% No change 8,068 $165K
GAMMA Investing LLC 0.01% Add +22.8% 6,576 $134K
Hantz Financial Services, Inc. 0.00% Reduce -4.6% 6,567 $134K
Arax Advisory Partners 0.00% Add +79.2% 6,420 $131K
Nisa Investment Advisors, LLC 0.00% Add +154.3% 5,343 $110K
Hollencrest Capital Management 0.01% No change 95,116 $102K
KBC Group NV 0.00% No change 4,933 $101K
Kemnay Advisory Services Inc. 0.01% Add +27.1% 4,778 $98K
Osaic Holdings, Inc. 0.00% Reduce -4.8% 4,767 $97K
Danske Bank A/S 0.00% No change 4,200 $86K
Bayforest Capital Ltd 0.08% Add +6.3% 4,068 $83K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +2.2% 3,834 $78K
Montag A & Associates Inc. 0.00% No change 3,570 $73K
Nykredit A/S 0.00% — 2,974 $61K
Sterling Capital Management LLC 0.00% Reduce -30.5% 2,960 $60K
Smartleaf Asset Management LLC 0.00% No change 2,917 $60K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -28.8% 2,261 $46K
Versant Capital Management, Inc 0.00% Reduce -1.6% 2,160 $44K
Triumph Capital Management 0.01% No change 2,025 $41K
Caldwell Sutter Capital, Inc. 0.02% No change 2,000 $41K
Walleye Trading LLC 0.00% Reduce -47.3% 1,986 $41K
Orion Capital Management LLC 0.01% No change 1,800 $37K
Covestor Ltd 0.02% Add +17244.4% 1,561 $32K
Parallel Advisors, LLC 0.00% Reduce -39.5% 1,458 $30K
Salomon & Ludwin, LLC 0.00% No change 1,265 $26K
Signaturefd, LLC 0.00% Add +1.5% 1,151 $24K
Optiver Holding B.V. 0.00% New 1,125 $23K
Curat Global, LLC 0.02% No change 985 $20K
Farther Finance Advisors, LLC 0.00% Reduce -1.8% 965 $20K
US Bancorp \de 0.00% Reduce -10.7% 939 $19K
UMB Bank, n.a. 0.00% Add +8.2% 894 $18K
Federation des caisses Desjardins du Quebec 0.00% Add +526.0% 820 $17K
Allworth Financial LP 0.00% Reduce -33.6% 687 $14K
Atwood & Palmer Inc. 0.00% No change 656 $13K
Parkside Financial Bank & Trust 0.00% No change 655 $13K
JPL Wealth Management, LLC 0.00% Reduce -0.8% 470 $10K
Huntington National Bank 0.00% New 322 $7K
Picton Mahoney Asset Management 0.00% New 230 $5K
SBI Securities Co., Ltd. 0.00% Reduce -1.7% 228 $5K
Fortis Group Advisors, LLC 0.00% No change 225 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 204 $4K
Fortitude Family Office, LLC 0.00% Add +3.3% 190 $4K
Bare Financial Services, Inc 0.00% Add +542.9% 180 $4K
Ancora Advisors LLC 0.00% No change 164 $3K
High Note Wealth, LLC 0.00% No change 147 $3K
Blue Trust, Inc. 0.00% No change 130 $3K
Creative Capital Management Investments LLC 0.00% No change 125 $3K
Rothschild Investment LLC 0.00% Reduce -67.7% 125 $3K
Spectrum Wealth Advisory Group, LLC 0.00% New 110 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +1.9% 107 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 105 $2K
American Capital Advisory, LLC 0.00% New 94 $2K
Quarry LP 0.00% Reduce -84.1% 87 $2K
Assetmark, Inc. 0.00% No change 85 $2K
Cassaday & Co Wealth Management LLC 0.00% New 83 $2K
Kilter Group LLC 0.00% No change 82 $2K
Farmers & Merchants Investments Inc. 0.00% No change 72 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -96.5% 71 $1K
TD Capital Management LLC 0.00% No change 69 $1K
Valued Wealth Advisors LLC 0.00% New 68 $1K
True Wealth Design, LLC 0.00% No change 66 $1K
Cedar Mountain Advisors, LLC 0.00% No change 51 $1K
Essential Partners LLC 0.00% Reduce -83.6% 50 $1K
FNY Investment Advisers, LLC 0.00% No change 50 $1K
WPG Advisers, LLC 0.00% No change 46 $940
Godfrey Financial Associates, Inc. 0.00% No change 37 $756
Bell Investment Advisors, Inc 0.00% New 25 $511
IFP Advisors, Inc 0.00% Reduce -70.4% 24 $490
DecisionPoint Financial, LLC 0.00% No change 21 $432
JFS Wealth Advisors, LLC 0.00% New 20 $411
Harbour Investments, Inc. 0.00% No change 18 $368
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -82.3% 17 $347
Gilpin Wealth Management, LLC 0.00% Add +7.1% 15 $307
Ankerstar Wealth, LLC 0.00% No change 13 $267
Plante Moran Financial Advisors, LLC 0.00% New 12 $245
Clearstead Advisors, LLC 0.00% New 10 $206
Basecamp Wealth Advisors LLC 0.00% Reduce -93.8% 7 $143
Medallion Wealth Advisors, LLC 0.00% New 7 $143
Davis Capital Management 0.00% New 6 $123
Wealth Enhancement Trust Services, Inc. 0.00% New 4 $82
DiNuzzo Private Wealth, Inc. 0.00% No change 1 $21
Hughes Financial Services, LLC 0.00% No change 1 $20
Fiduciary Financial Advisors 0.00% New 1 $20
Avion Wealth 0.00% No change 39 $0
Evolution Advisers, Inc. 0.00% New 19 $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.