Global Retirement Partners, LLC
PensionPosition in BANC — Banc Of California, Inc.
CIK 1749744
San Rafael, CA
Position in BANC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$211,389
+$50,511 QoQ
Shares Held
10,347
+24.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 304 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BANC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. BANC ranks #35 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp \De\
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in BANC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,389 | 10,347 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $160,878 | 8,340 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,774 | 651 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,146 | 651 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $10,064 | 651 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,589 | 651 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,319 | 651 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,901 | 651 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,742 | 651 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,059 | 651 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,538 | 651 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,157 | 651 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $15,882 | 997 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,922 | 997 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,567 | 997 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,301 | 997 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||