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Fortis Group Advisors, LLC

Position in BANC — Banc Of California, Inc.

CIK 1815183 WESTWOOD, NJ

Position in BANC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$4,596
+$641 QoQ
Shares Held
225
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 305 holders
Holding Since
Sep 2023
12 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, 2026

Fortis Group Advisors, LLC holds $108,794 across 5 Banks - Regional names. BANC ranks #4 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BANC
Banc Of California, Inc.
This page
225 $4,596

All Filings in BANC

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,596 225
2026-03-31 $3,955 225
2025-12-31 $4,340 225
2025-09-30 $3,723 225
2025-06-30 $3,161 225
2025-03-31 $3,192 225
2024-12-31 $3,478 225
2024-09-30 $3,314 225
2024-06-30 $2,875 225
2024-03-31 $3,422 225
2023-12-31 $6,042 450
2023-09-30 $2,785 225