Banc Of California shares owned by Creative Planning
Quarter-by-quarter ownership of Banc Of California (BANC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Banc Of California
Tip: Access up to 7 years of quarterly data
All positions including Banc Of California held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Banc Of California by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $723k | 38k | 19.29 |
| 2025-09-30 | $397k | 24k | 16.55 |
| 2025-06-30 | $169k | 12k | 14.05 |
| 2025-03-31 | $364k | 26k | 14.19 |
| 2024-12-31 | $411k | 27k | 15.46 |
| 2024-09-30 | $309k | 21k | 14.73 |
| 2024-06-30 | $267k | 21k | 12.78 |
| 2024-03-31 | $327k | 22k | 15.21 |
| 2017-06-30 | $56k | 2.6k | 21.55 |
| 2017-03-31 | $114k | 5.5k | 20.64 |
| 2016-12-31 | $45k | 2.6k | 17.31 |
| 2016-09-30 | $27k | 1.5k | 17.43 |
| 2016-06-30 | $21k | 1.2k | 17.83 |
| 2016-03-31 | $7.0k | 379 | 18.47 |
| 2015-12-31 | $999 | 63 | 15.87 |
| 2015-09-30 | $16k | 1.3k | 12.62 |