Position in BCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,001,272
+$3,379,058 QoQ
Shares Held
2,447,278
-8.9% QoQ
Ownership
7.61%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 144 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 75%
None 25%
Common Shares in BCAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. BCAL ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,801,881 | $2,332,945,693 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
122,300,772 | $2,168,392,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,653,758 | $1,333,362,335 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,141,397 | $1,123,944,126 | |
| 5 | RF |
Regions Financial Corp
|
20,992,390 | $633,970,178 | |
| 6 | TFC |
Truist Financial Corp
|
8,985,087 | $447,637,033 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
11,686,430 | $374,550,079 | |
| 8 | WAL |
Western Alliance Bancorporation
|
4,389,690 | $360,832,517 |
All Filings in BCAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,001,272 | 2,447,278 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $51,001,273 | 2,447,278 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $47,622,214 | 2,687,484 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,822,489 | 2,882,833 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,692,498 | 2,079,886 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,948,219 | 694,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $641,812 | 44,788 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $760,228 | 45,963 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $679,792 | 45,963 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $619,121 | 45,963 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $685,308 | 45,963 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $752,365 | 43,364 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $607,529 | 43,364 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $594,954 | 43,364 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||