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Banc of California Inc (BANC)

CUSIP: 05990K106 | NYSE | Financial Services · Banks - Regional | Mid Cap | 931 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AT. Rowe Price Investment Management, Inc.15,976,66710.1%New 5%+ stakeSep 30, 202692d ahead of 13F (13,003,213 sh) · +2,973,454
13G/AMillennium Management LLC2,948,4741.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AT. Rowe Price Investment Management, Inc.15,976,667
10.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (13,003,213 sh) · +2,973,454
13G/AMillennium Management LLC2,948,474
1.9% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,873,831
0.0% of portfolio›$135.7M
Penn Capital Management Company, LLC1,182,732
1.5% of portfolio›$20.4M
Bank of New York Mellon Corp1,124,083
0.0% of portfolio›$19.4M
Principal Financial Group Inc755,372
0.0% of portfolio›$13.0M
Citigroup Inc643,228
0.0% of portfolio›$11.1M
Salzhauer Michael411,386
2.8% of portfolio›$7.1M
Thompson Siegel & Walmsley LLC209,597
0.1% of portfolio›$3.6M
Hennessy Advisors Inc189,000
0.1% of portfolio›$3.3M
Thrivent Financial for Lutherans144,796
0.0% of portfolio›$2.5M
Tectonic Advisors LLC124,740
0.1% of portfolio›$2.1M
Sippican Capital Advisors120,868
1.4% of portfolio›$2.1M
Crescent Grove Advisors, LLC102,275
0.1% of portfolio›$1.8M
Arga Investment Management, LP95,387
0.0% of portfolio›$1.6M
Oliver Luxxe Assets LLC93,088
0.3% of portfolio›$1.6M
Summit Global Investments72,556
0.3% of portfolio›$1.3M
Illinois Municipal Retirement Fund71,521
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System67,300
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D62,890
0.0% of portfolio›$1.1M
Creative Planning52,651
0.0% of portfolio›$907.2K
New York State Teachers Retirement System51,908
0.0% of portfolio›$894.0K
Lanark Financial, Inc.50,648
0.1% of portfolio›$872.7K
Harbor Capital Advisors, Inc.50,535
0.1% of portfolio›$871.0K
Fifth Third Bancorp49,256
0.0% of portfolio›$848.7K
Western Financial Corp49,048
0.3% of portfolio›$845.1K
Arizona State Retirement System41,130
0.0% of portfolio›$708.7K
Amalgamated Bank40,846
0.0% of portfolio›$704.0K
Yousif Capital Management, LLC39,963
0.0% of portfolio›$688.6K
DekaBank Deutsche Girozentrale39,596
0.0% of portfolio›$683.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS37,215
0.0% of portfolio›$641.2K
Oregon Public Employees Retirement Fund35,442
0.0% of portfolio›$610.7K
OP Asset Management Ltd34,210
0.0% of portfolio›$589.4K
Elco Management Co., LLC33,637
0.3% of portfolio›$579.6K
State of Alaska, Department of Revenue32,294
0.0% of portfolio›$556.0K
Ethic Inc.24,455
0.0% of portfolio›$421.4K
Pictet Asset Management Holding SA23,768
0.0% of portfolio›$409.5K
ProShare Advisors LLC21,197
0.0% of portfolio›$365.2K
Mutual of America Capital Management LLC18,022
0.0% of portfolio›$310.5K
Pinnacle Associates LTD15,732
0.0% of portfolio›$271.1K
Xponance LLC14,860
0.0% of portfolio›$256.0K
Wealth Enhancement Advisory Services, LLC14,845
0.0% of portfolio›$257.6K
CIBC Asset Management Inc14,235
0.0% of portfolio›$245.3K
Sumitomo Mitsui Trust Group, Inc.13,975
0.0% of portfolio›$240.8K
Profund Advisors LLC12,145
0.0% of portfolio›$209.3K
HB Wealth Management, LLC10,313
0.0% of portfolio›$177.7K
MacKenzie Financial Corp10,134
0.0% of portfolio›$174.6K
Exchange Traded Concepts, LLC8,872
0.0% of portfolio›$152.9K
Gamma Investing LLC6,145
0.0% of portfolio›$105.9K
KBC Group NV4,933
0.0% of portfolio›$85.0K
Nisa Investment Advisors, LLC4,666
0.0% of portfolio›$81.0K
Pinnacle Wealth Planning Services, Inc.3,888
0.0% of portfolio›$67.0K
Montag A & Associates Inc3,574
0.0% of portfolio›$62.0K
Sterling Capital Management LLC3,141
0.0% of portfolio›$54.1K
Covestor Ltd2,970
0.1% of portfolio›$51.0K
Versant Capital Management, Inc2,302
0.0% of portfolio›$39.7K
Triumph Capital Management2,025
0.0% of portfolio›$34.9K
Fulcrum Asset Management LLP1,958
0.0% of portfolio›$33.9K
Farther Finance Advisors, LLC1,517
0.0% of portfolio›$26.1K
Parallel Advisors, LLC1,461
0.0% of portfolio›$25.2K
Parkside Financial Bank & Trust1,267
0.0% of portfolio›$21.8K
Salomon & Ludwin, LLC1,265
0.0% of portfolio›$21.8K
Signaturefd, LLC1,114
0.0% of portfolio›$19.2K
SJS Investment Consulting Inc.1,070
0.0% of portfolio›$18.4K
Curat Global, LLC985
0.0% of portfolio›$17.0K
Atwood & Palmer Inc656
0.0% of portfolio›$11.3K
US Bancorp \de\651
0.0% of portfolio›$11.2K
Root Financial Partners, LLC371
0.0% of portfolio›$6.4K
True Wealth Design, LLC243
0.0% of portfolio›$4.2K
SBI Securities Co., Ltd.227
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC184
0.0% of portfolio›$3.2K
Ascentis Wealth Management, LLC148
0.0% of portfolio›$2.6K
High Note Wealth, LLC147
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc139
0.0% of portfolio›$2.4K
Nova Financial LLC131
0.0% of portfolio›$2.3K
Blue Trust, Inc.130
0.0% of portfolio›$2.2K
Creative Capital Management Investments LLC125
0.0% of portfolio›$2.2K
American Capital Advisory, LLC92
0.0% of portfolio›$1.6K
Essential Partners LLC70
0.0% of portfolio›$1.2K
Assetmark, Inc62
0.0% of portfolio›$1.1K
Valley National Advisers Inc58
0.0% of portfolio›$1.0K
EverSource Wealth Advisors, LLC57
0.0% of portfolio›$982
Cedar Mountain Advisors, LLC51
0.0% of portfolio›$879
FNY Investment Advisers, LLC50
0.0% of portfolio›$0
WPG Advisers, LLC46
0.0% of portfolio›$793
IFP Advisors, Inc45
0.0% of portfolio›$775
Larson Financial Group LLC40
0.0% of portfolio›$689
Bare Financial Services, Inc28
0.0% of portfolio›$482
JFS Wealth Advisors, LLC22
0.0% of portfolio›$382
UMB Private Wealth Management, LLC22
0.0% of portfolio›$379
DecisionPoint Financial, LLC21
0.0% of portfolio›$368
MassMutual Private Wealth & Trust, FSB17
0.0% of portfolio›$293
Gilpin Wealth Management, LLC15
0.0% of portfolio›$259
Hughes Financial Services, LLC1
0.0% of portfolio›$19
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,873,831$135.7M0.0%IndexLowAustin, TX2026-11-04
Penn Capital Management Company, LLC
1,182,732$20.4M1.5%ValueHighPhiladelphia, PA2026-11-04
Bank of New York Mellon Corp
1,124,083$19.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
755,372$13.0M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
643,228$11.1M0.0%CoreMediumNew York, NY2026-11-04
Salzhauer Michael
411,386$7.1M2.8%GARPLowNew York, NY2026-10-28
Thompson Siegel & Walmsley LLC
209,597$3.6M0.1%Deep ValueMediumRichmond, VA2026-11-05
Hennessy Advisors Inc
189,000$3.3M0.1%Deep ValueMediumNovato, CA2026-10-28
Thrivent Financial for Lutherans
144,796$2.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Tectonic Advisors LLC
124,740$2.1M0.1%YieldLowFrisco, TX2026-10-22
Sippican Capital Advisors
120,868$2.1M1.4%ValueLowBoston, MA2026-10-23
Crescent Grove Advisors, LLC
102,275$1.8M0.1%ETFLowLake Forest, IL2026-10-21
Arga Investment Management, LP
95,387$1.6M0.0%Deep ValueHighMiami, FL2026-10-30
Oliver Luxxe Assets LLC
93,088$1.6M0.3%ValueMediumGladstone, NJ2026-10-14
Summit Global Investments
72,556$1.3M0.3%CoreMediumBountiful, UT2026-10-28
Illinois Municipal Retirement Fund
71,521$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
67,300$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
62,890$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Creative Planning
52,651$907.2K0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
51,908$894.0K0.0%CoreVery LowAlbany, NY2026-10-22
Lanark Financial, Inc.
50,648$872.7K0.1%CoreMediumBirmingham, AL2026-10-26
Harbor Capital Advisors, Inc.
50,535$871.0K0.1%ValueHighChicago, IL2026-10-22
Fifth Third Bancorp
49,256$848.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Western Financial Corp
49,048$845.1K0.3%MomentumHighSan Diego, CA2026-10-14
Arizona State Retirement System
41,130$708.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
40,846$704.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
39,963$688.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
DekaBank Deutsche Girozentrale
39,596$683.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
37,215$641.2K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
35,442$610.7K0.0%IndexVery LowTigard, OR2026-10-30
OP Asset Management Ltd
34,210$589.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Elco Management Co., LLC
33,637$579.6K0.3%CoreLowNew York, NY2026-10-14
State of Alaska, Department of Revenue
32,294$556.0K0.0%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
24,455$421.4K0.0%CoreLowNew York, NY2026-11-03
Pictet Asset Management Holding SA
23,768$409.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
21,197$365.2K0.0%GrowthLowBethesda, MD2026-10-29
Mutual of America Capital Management LLC
18,022$310.5K0.0%IndexLowNew York, NY2026-10-23
Pinnacle Associates LTD
15,732$271.1K0.0%CoreLowNew York, NY2026-10-20
Xponance LLC
14,860$256.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
14,845$257.6K0.0%CoreLowPlymouth, MN2026-10-13
CIBC Asset Management Inc
14,235$245.3K0.0%GARPLowToronto, South Africa2026-11-05
Sumitomo Mitsui Trust Group, Inc.
13,975$240.8K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Profund Advisors LLC
12,145$209.3K0.0%GrowthLowBethesda, MD2026-10-29
HB Wealth Management, LLC
10,313$177.7K0.0%IndexVery LowAtlanta, GA2026-10-23
MacKenzie Financial Corp
10,134$174.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Exchange Traded Concepts, LLC
8,872$152.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Gamma Investing LLC
6,145$105.9K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
4,933$85.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nisa Investment Advisors, LLC
4,666$81.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
3,888$67.0K0.0%GARPLowMansfield, OH2026-10-27
Montag A & Associates Inc
3,574$62.0K0.0%CoreLowAtlanta, GA2026-10-29
Sterling Capital Management LLC
3,141$54.1K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
2,970$51.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
2,302$39.7K0.0%GARPLowPhoenix, AZ2026-10-02
Triumph Capital Management
2,025$34.9K0.0%ETFMediumDenver, CO2026-10-14
Fulcrum Asset Management LLP
1,958$33.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Farther Finance Advisors, LLC
1,517$26.1K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,461$25.2K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
1,267$21.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Salomon & Ludwin, LLC
1,265$21.8K0.0%ETFVery LowRichmond, VA2026-10-29
Signaturefd, LLC
1,114$19.2K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
1,070$18.4K0.0%ETFVery LowSylvania, OH2026-10-26
Curat Global, LLC
985$17.0K0.0%CoreMediumSpringfield, NH2026-10-26
Atwood & Palmer Inc
656$11.3K0.0%CoreVery LowKansas City, MO2026-10-08
US Bancorp \de\
651$11.2K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
371$6.4K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
243$4.2K0.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
227$3.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
184$3.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
148$2.6K0.0%Agg GrowthLowDallas, TX2026-11-03
High Note Wealth, LLC
147$2.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Farmers & Merchants Investments Inc
139$2.4K0.0%CoreVery LowLincoln, NE2026-10-22
Nova Financial LLC
131$2.3K0.0%N/AN/ATucson, AZ2026-11-04
Blue Trust, Inc.
130$2.2K0.0%ETFLowBrentwood, TN2026-10-15
Creative Capital Management Investments LLC
125$2.2K0.0%ETFLowSan Diego, CA2026-10-28
American Capital Advisory, LLC
92$1.6K0.0%ETFLowKetchum, ID2026-10-28
Essential Partners LLC
70$1.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
62$1.1K0.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
58$1.0K0.0%ETFLowBethlehem, PA2026-10-23
EverSource Wealth Advisors, LLC
57$9820.0%CoreMediumBirmingham, AL2026-11-04
Cedar Mountain Advisors, LLC
51$8790.0%ETFVery LowLake Oswego, OR2026-10-15
FNY Investment Advisers, LLC
50$00.0%GrowthVery HighNew York, NY2026-10-16
WPG Advisers, LLC
46$7930.0%CoreLowBaltimore, MD2026-10-27
IFP Advisors, Inc
45$7750.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
40$6890.0%GrowthLowSt Louis, MO2026-11-05
Bare Financial Services, Inc
28$4820.0%ETFVery LowGap, PA2026-11-04
JFS Wealth Advisors, LLC
22$3820.0%ETFVery LowHermitage, PA2026-11-03
UMB Private Wealth Management, LLC
22$3790.0%GrowthN/AKansas City, MO2026-10-19
DecisionPoint Financial, LLC
21$3680.0%ETFVery LowMesa, AZ2026-10-27
MassMutual Private Wealth & Trust, FSB
17$2930.0%CoreLowSpringfield, MA2026-10-05
Gilpin Wealth Management, LLC
15$2590.0%GrowthLowDenver, CO2026-10-09
Hughes Financial Services, LLC
1$190.0%ETFLowHerndon, VA2026-10-30
DiNuzzo Private Wealth, Inc.
1$180.0%ETFLowBeaver, PA2026-10-16