Precision Wealth Strategies, LLC
Position in BCAL — California BanCorp \ CA
CIK 1844197
SAINT LOUIS, MO
Position in BCAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$522,226
New position
Shares Held
29,471
first reported quarter
Ownership
0.092%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Precision Wealth Strategies, LLC holds $981,632 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
5,979 | $981,632 |
All Filings in BCAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,226 | 29,471 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||