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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
29
shares
|
$437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$437
0.0% of portfolio
|
Q4 2024
Reduced 91.88%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
25
shares
|
$376
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
22
shares
|
$331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$301
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
17
shares
|
$256
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
14
shares
|
$210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
13
shares
|
$195
0.0% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$150
0.0% of portfolio
|
Q1 2024
Reduced 98.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7
shares
|
$105
0.0% of portfolio
|
Q2 2024
Reduced 86.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|