Position in BCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$732,171
+$109,615 QoQ
Shares Held
35,133
0.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#61
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, 2026VANCE WEALTH, LLC holds $732,171 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
|
35,133 | $732,171 |
All Filings in BCAL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,171 | 35,133 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $622,556 | 35,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,933 | 35,133 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $627,718 | 37,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $593,096 | 37,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539,280 | 37,633 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $622,449 | 37,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $606,123 | 40,982 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $552,027 | 40,982 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $611,041 | 40,982 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $711,037 | 40,982 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $574,157 | 40,982 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $562,273 | 40,982 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||