Filing Research | BCAL - California BanCorp Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	97.0KSH	$2.0M
2	PFG Advisors	Shares	54.5KSH	$1.1M
3	ASPIRIANT, LLC	Shares	13.9KSH	$289.9K
4	Mesirow Financial Investment Management, Inc.	Shares	10.8KSH	$224.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.7KSH	$160.9K
6	Versant Capital Management, Inc	Shares	1.6KSH	$33.0K
7	Curated Wealth Partners LLC	Shares	20.0KSH	$22.4K
8	GAMMA Investing LLC	Shares	202SH	$4.2K
9	EverSource Wealth Advisors, LLC	Shares	151SH	$3.1K
10	IFP Advisors, Inc	Shares	115SH	$2.4K
11	True Wealth Design, LLC	Shares	44SH	$917
12	Physician Wealth Advisors, Inc.	Shares	26SH	$542
13	Farther Finance Advisors, LLC	Shares	11SH	$230
14	SJS Investment Consulting Inc.	Shares	5SH	$105
15	State of Alaska, Department of Revenue	Shares	1.3KSH	$27

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	PFG Advisors unchanged	Shares	0	+$169.9K	$1.1M
2	HENNESSY ADVISORS INC trimmed	Shares	-8.0K	+$160.9K	$2.0M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$68.7K	$160.9K
4	ASPIRIANT, LLC unchanged	Shares	0	+$43.4K	$289.9K
5	Mesirow Financial Investment Management, Inc. added	Shares	+58	+$34.7K	$224.8K
6	Curated Wealth Partners LLC new	Shares	+20.0K	+$22.4K	$22.4K
7	Versant Capital Management, Inc unchanged	Shares	0	+$4.9K	$33.0K
8	IFP Advisors, Inc added	Shares	+69	+$1.6K	$2.4K
9	Physician Wealth Advisors, Inc. new	Shares	+26	+$542	$542
10	True Wealth Design, LLC added	Shares	+8	+$279	$917
11	GAMMA Investing LLC trimmed	Shares	-27	+$152	$4.2K
12	SJS Investment Consulting Inc. added	Shares	+3	+$69	$105
13	State of Alaska, Department of Revenue unchanged	Shares	0	+$4	$27
14	Farther Finance Advisors, LLC trimmed	Shares	-18	-$287	$230
15	EverSource Wealth Advisors, LLC trimmed	Shares	-719	-$12.3K	$3.1K
16	Y-Intercept (Hong Kong) Ltd exited	Shares	-56.3K	-$996.8K	$0

Filing Research | BCAL - California BanCorp Institutional Holdings