Pinnacle Wealth Management Advisory Group, LLC
Position in BCAL — California BanCorp \ CA
CIK 1631864
RED BANK, NJ
Position in BCAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,715
-$71,272 QoQ
Shares Held
10,495
-35.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#103
of 144 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,257,344 across 16 Banks - Regional names. BCAL ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,390 | $3,050,665 | |
| 2 | USB |
US Bancorp \De\
|
12,594 | $760,677 | |
| 3 | UCB |
United Community Banks Inc
|
14,413 | $505,752 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,010 | $505,408 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,968 | $418,177 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,101 | $400,283 | |
| 7 | FBNC |
First Bancorp /Nc/
|
5,795 | $370,474 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
7,977 | $337,506 |
All Filings in BCAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,715 | 10,495 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $289,987 | 16,365 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,594 | 18,350 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||