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Banc Of California shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Banc Of California (BANC) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Banc Of California

Tip: Access up to 7 years of quarterly data

All positions including Banc Of California held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Banc Of California by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 137k 16.60
2025-06-30 $976k 69k 14.15
2025-03-31 $25k 1.7k 14.19

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Coldstream Capital Management

Top funds holding Banc Of California

BlackRock
Warburg Pincus
T. Rowe Price Investment Management
Vanguard Group
State Street Corporation
Invesco
Dimensional Fund Advisors
Centerbridge Partners
Geode Capital Management
Citadel Advisors
PL Capital Advisors
Neuberger Berman Group
Goldman Sachs Group
William Blair Investment Management
American Century Companies

View all funds holding Banc Of California