Position in BCAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,134,738
+$169,884 QoQ
Shares Held
54,450
0.0% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#47
of 144 holders
Holding Since
Jun 2023
13 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, 2026PFG Advisors holds $2,021,028 across 5 Banks - Regional names. BCAL ranks #1 (56.1% of the industry book) .
All Filings in BCAL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,738 | 54,450 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $964,854 | 54,450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,016,581 | 54,450 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $910,477 | 54,585 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $860,259 | 54,585 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $758,773 | 52,950 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $875,793 | 52,950 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $783,130 | 52,950 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $713,236 | 52,950 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $789,484 | 52,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $918,682 | 52,950 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $741,829 | 52,950 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $726,474 | 52,950 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||