Position in BCAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$289,926
+$43,406 QoQ
Shares Held
13,912
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#89
of 144 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $3,175,597 across 7 Banks - Regional names. BCAL ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
18,337 | $1,107,554 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
44,773 | $793,825 | |
| 3 | TFC |
Truist Financial Corp
|
9,606 | $478,570 | |
| 4 | BCAL |
California BanCorp \ CA
This page
|
13,912 | $289,926 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,162 | $286,107 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
14,362 | $137,587 | |
| 7 | LYG |
Lloyds Banking Group plc
|
14,070 | $82,028 |
All Filings in BCAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,926 | 13,912 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $246,520 | 13,912 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $259,737 | 13,912 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $232,052 | 13,912 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $219,253 | 13,912 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $199,358 | 13,912 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $230,104 | 13,912 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||