Keystone Wealth Services, LLC
Position in BCAL — California BanCorp \ CA
CIK 1866189
PALM DESERT, CA
Position in BCAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$579,852
+$86,811 QoQ
Shares Held
27,824
0.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#71
of 144 holders
Holding Since
Sep 2024
8 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, 2026Keystone Wealth Services, LLC holds $579,852 across 1 Banks - Regional name. BCAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCAL |
California BanCorp \ CA
This page
|
27,824 | $579,852 |
All Filings in BCAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,852 | 27,824 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $493,041 | 27,824 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $519,474 | 27,824 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $464,104 | 27,824 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $438,506 | 27,824 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $398,717 | 27,824 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $460,208 | 27,824 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $617,290 | 41,737 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||