This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BCAL/capital-change-brief"
Use Arkolith's capital_change_brief for BCAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $40.1M | 2.1M | ▼−8.5% Reduced · −199K sh | Q1 2026 | |
| 2 | FJ Capital Management LLC | $36.4M | 2.1M | ▲+62% Added · +783K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $25.8M | 1.5M | ▲+1.7% Added · +24K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $18.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.1M | 795K | ▲+4.6% Added · +35K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $13.7M | 770K | ▲+81% Added · +345K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 556K | ▲+2.7% Added · +14K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $8.3M | 470K | ▲+50% Added · +156K sh | Q1 2026 | |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | $7.6M | 431K | ▲+18% Added · +66K sh | Q1 2026 | |
| 10 | MENDON CAPITAL ADVISORS CORP | $7.2M | 404K | ▲+59% Added · +149K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $6.5M | 368K | ▲+148% Added · +220K sh | Q1 2026 | |
| 12 | Curi Capital, LLC | $6.1M | 347K | ▲+42% Added · +103K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $4.8M | 270K | ▲+20% Added · +44K sh | Q1 2026 | |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.6M | 203K | ▲+28% Added · +44K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $3.3M | 189K | ▲+5.3% Added · +9K sh | Q1 2026 | |
| 16 | PRUDENTIAL FINANCIAL INC | $3.1M | 175K | ▲+54% Added · +62K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | $3.0M | 169K | ▲+75% Added · +72K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.8M | 158K | ▲+67% Added · +63K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7M | 153K | ▲New +153K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $2.6M | 145K | ▲New +145K sh | Q1 2026 | |
| 21 | Empowered Funds, LLC | $2.5M | 140K | ▲+26% Added · +29K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $1.7M | 94K | ▲+82% Added · +42K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $1.6M | 92K | ▲+65% Added · +36K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $1.6M | 90K | ▲+27% Added · +19K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $1.6M | 89K | ▲+1.6% Added · +1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 21, 2026 | Wirfel Michelle | EVP, Chief Operating Officer | Tax withholding (F) | 93 | $2K |
| Jun 8, 2026 | Carandang Jean | Bank Chief Financial Officer | Tax withholding (F) | 1K | $23K |
| Jun 1, 2026 | Armanino Andrew J. | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Volk David J. | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Di Tomaso Frank | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Williams Anne A | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Muller Frank L. | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Machado Lester | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Klein Rochelle G. | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Cortese Stephen A. | Director | Grant (A) | 3K | $0 |
| Jun 1, 2026 | Cullen Kevin J. | Director | Grant (A) | 3K | $0 |
| May 21, 2026 | Cortese Stephen A. | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $15.6B |
| AMAZON.COM INCAMZN | 44 funds | $12.3B |
| BROADCOM INCAVGO | 44 funds | $10.2B |
| ELI LILLY & COLLY | 44 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 44 funds | $3.1B |
| CHEVRON CORPCVX | 44 funds | $2.6B |
| UNITEDHEALTH GROUP INCUNH | 44 funds | $2.3B |
| NVIDIA CORPNVDA | 43 funds | $23.2B |
| APPLE INCAAPL | 43 funds | $19.0B |
| ALPHABET INC-CL AGOOGL | 43 funds | $10.1B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 43 funds | $7.0B |
Ranked by how many of BCAL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BCAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.