SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in BANC — Banc Of California, Inc.
CIK 1531593
NEW YORK, NY
Position in BANC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$11,761
+$5,974 QoQ
Shares Held
669
+123.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BANC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $12,030,285 across 19 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PB |
Prosperity Bancshares Inc
|
153,266 | $11,193,015 | |
| 2 | MTB |
M&T Bank Corp
|
856 | $203,736 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
15,241 | $124,518 | |
| 4 | KEY |
Keycorp /New/
|
5,217 | $120,251 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
293 | $72,142 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,139 | $65,777 | |
| 7 | BAP |
Credicorp Ltd
|
154 | $59,995 | |
| 8 | USB |
US Bancorp \De\
|
960 | $57,984 |
All Filings in BANC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,761 | 669 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,787 | 300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $70,668 | 4,270 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $97,398 | 6,300 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||