Position in BCAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$680,425
+$161,425 QoQ
Shares Held
32,650
+11.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 144 holders
Holding Since
Dec 2024
5 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, 2026Fiduciary Trust Co holds $35,871,950 across 46 Banks - Regional names. BCAL ranks #22 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
56,103 | $3,388,620 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
31,663 | $2,218,625 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,505 | $2,094,100 | |
| 4 | TFC |
Truist Financial Corp
|
36,766 | $1,831,681 | |
| 5 | FITB |
Fifth Third Bancorp
|
28,942 | $1,631,460 | |
| 6 | INBK |
First Internet Bancorp
|
54,828 | $1,524,217 | |
| 7 | ABCB |
Ameris Bancorp
|
12,863 | $1,161,013 | |
| 8 | BAP |
Credicorp Ltd
|
2,944 | $1,146,923 |
All Filings in BCAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,425 | 32,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $519,000 | 29,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $228,669 | 12,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,338 | 14,169 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $183,544 | 11,097 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||