BCAL California BanCorp
California BanCorp (BCAL) Institutional Ownership
What the institutions did with BCAL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| HENNESSY ADVISORS INC | 95.0K | 24.9% |
| PINNACLE ASSOCIATES LTD | 74.2K | 19.4% |
| Rosenthal | Henry Capital Advisors, Inc. | 63.1K | 16.5% |
| Robertson Stephens Wealth Management, LLC | 53.6K | 14.0% |
| ELCO Management Co., LLC | 18.8K | 4.9% |
| Pinnacle Wealth Management Advisory Group, LLC | 14.6K | 3.8% |
| ASPIRIANT, LLC | 13.9K | 3.7% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 13.7K | 3.6% |
| Sterling Capital Management LLC | 13.1K | 3.4% |
| Perigon Wealth Management, LLC | 12.4K | 3.3% |
| Daytona Street Capital LLC | 4.8K | 1.3% |
| Versant Capital Management, Inc | 1.7K | 0.4% |
| State of Alaska, Department of Revenue | 1.3K | 0.3% |
| HARBOR CAPITAL ADVISORS, INC. | 284 | 0.1% |
| SJS Investment Consulting Inc. | 258 | 0.1% |
| GAMMA Investing LLC | 202 | 0.1% |
| Root Financial Partners, LLC | 155 | 0.0% |
| Farther Finance Advisors, LLC | 154 | 0.0% |
| Essential Partners LLC | 143 | 0.0% |
| IFP Advisors, Inc | 115 | 0.0% |
| ASSETMARK, INC | 113 | 0.0% |
| SIGNATUREFD, LLC | 75 | 0.0% |
| Parkside Financial Bank & Trust | 55 | 0.0% |
| True Wealth Design, LLC | 44 | 0.0% |
| Pinnacle Wealth Planning Services, Inc. | 26 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Rosenthal | Henry Capital Advisors, Inc. | New | 0 | 63.1K | +63.1K |
| PFG Advisors | Sold Out | 54.5K | 0 | -54.5K |
| PINNACLE ASSOCIATES LTD | Increased | 51.4K | 74.2K | +22.8K |
| State of Wyoming | Sold Out | 11.0K | 0 | -11.0K |
| ELCO Management Co., LLC | Reduced | 23.1K | 18.8K | -4.3K |
| Pinnacle Wealth Management Advisory Group, LLC | Increased | 10.5K | 14.6K | +4.1K |
| HENNESSY ADVISORS INC | Reduced | 97.0K | 95.0K | -2.0K |
| Sterling Capital Management LLC | Increased | 11.9K | 13.1K | +1.2K |
| SJS Investment Consulting Inc. | Increased | 5 | 258 | +253 |
| Root Financial Partners, LLC | New | 0 | 155 | +155 |
| Farther Finance Advisors, LLC | Increased | 11 | 154 | +143 |
| Versant Capital Management, Inc | Increased | 1.6K | 1.7K | +101 |
| ASSETMARK, INC | Increased | 28 | 113 | +85 |
| SIGNATUREFD, LLC | New | 0 | 75 | +75 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | Increased | 13.6K | 13.7K | +65 |
| Perigon Wealth Management, LLC | Increased | 12.4K | 12.4K | +30 |
| ASPIRIANT, LLC | Increased | 13.9K | 13.9K | +28 |
| Pinnacle Wealth Planning Services, Inc. | New | 0 | 26 | +26 |
| Parkside Financial Bank & Trust | Increased | 35 | 55 | +20 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 292 | 284 | -8 |
| Essential Partners LLC | Increased | 141 | 143 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.