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Creative Planning BCAL Position History
California BanCorp
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42K |
| Q3 2025 | $449K |
| Q4 2025 | $763K |
| Q1 2026 | $871K |
| Q2 2026 | $104K |
| Q2 2026 | $1.3M |
| Q3 2026 | $120K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 86.0K | — | — |
| Q3 2026 | $120K | 5.6K | — | — |
| Q2 2026 | $1.3M | 62.8K | — | — |
| Q2 2026 | $104K | 5.0K | — | — |
| Q1 2026 | $871K | 49.1K | — | — |
| Q4 2025 | $763K | 40.9K | — | — |
| Q3 2025 | $449K | 26.9K | — | — |
| Q3 2025 | $42K | 2.5K | — | — |
Other funds holding BCAL
$21.7M
$20.2M
$19.2M
$18.2M
$17.8M
$17.8M