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Crescent Grove Advisors, LLC: BANC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crescent Grove Advisors, LLC on BANC, newest first. How the timeline and the estimate are built.

Crescent Grove Advisors, LLC held 102,275 BANC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,275 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,101,757.

    13F-HR 0000892712-26-000332 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,275 shares
    Change vs previous 13F +525 shares

    0.18% of the 13F portfolio, value $1,810,272.

    13F-HR 0000892712-26-000230 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,750 shares
    Change vs previous 13F +610 shares

    0.19% of the 13F portfolio, value $1,972,941.

    13F-HR 0000892712-26-000077 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 101,140 shares
    Change vs previous 13F +712 shares

    0.16% of the 13F portfolio, value $1,683,979.

    13F-HR 0000892712-25-000151 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,428 shares
    Change vs previous 13F +706 shares

    0.14% of the 13F portfolio, value $1,421,063.

    13F-HR 0000892712-25-000095 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,722 shares
    Change vs previous 13F +638 shares

    0.15% of the 13F portfolio, value $1,425,022.

    13F-HR 0000892712-25-000058 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 99,084 shares
    Change vs previous 13F +664 shares

    0.15% of the 13F portfolio, value $1,541,745.

    13F-HR 0000892712-25-000010 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,420 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,459,561.

    13F-HR 0000892712-24-000117 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).