Institutional Ownership Banc Of California, Inc. (BANC)
This table provides information about the institutional ownership of Banc Of California, Inc. (BANC). We have compiled data on the 302 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
232
shares
|
$3,496
0.0% of portfolio
|
Q2 2025
Reduced 66.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
225
shares
|
$3,390
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
150
shares
|
$2,260
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
132
shares
|
$1,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
131
shares
|
$1,974
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
130
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Reduced 80.6%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
125
shares
|
$1,883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
121
shares
|
$1,823
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
118
shares
|
$1,778
0.0% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
111
shares
|
$1,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
105
shares
|
$1,582
0.0% of portfolio
|
Q4 2024
Reduced 98.8%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
103
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
Reduced 43.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
99
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
96
shares
|
$1,446
0.0% of portfolio
|
Q1 2025
Added 464.71%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
89
shares
|
$1,341
0.0% of portfolio
|
Q4 2023
Added 122.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
78
shares
|
$1,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
74
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
67
shares
|
$1,009
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
65
shares
|
$979
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
65
shares
|
$979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50
shares
|
$753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
50
shares
|
$753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
50
shares
|
$753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
46
shares
|
$693
0.0% of portfolio
|
Q1 2025
Reduced 32.35%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
35
shares
|
$527
0.0% of portfolio
|
Q2 2025
New holding
|