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FIRST CALIFORNIA FINANCIAL GROUP, INC. hedge fund holdings

FCAL
$46.45-0.02 (-0.03%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FCAL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-4.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253019$19.7M$5.92M78Aug 14, 2025
Q3 20252631$8.65M$105M73Nov 14, 2025
Q4 20252719$26.3M$9.41M75Feb 14, 2026
Q1 20261824$18M$26.1M75May 15, 2026
Q2 20263324$17.1M$16.4M86Aug 14, 2026

Quarterly action breakdown

Q2 2026
86 filers
New position
14
$5.38M+108K sh
Increased
19
$11.7M+236K sh
Reduced
17
-$12.1M-244K sh
Out / sold
7
-$4.34M-87.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Composition Wealth, LLCReduce 76.74%-$5.47M$1.66M0.02%Jul 22, 2026
Savvy Advisors, Inc.New Buy+$1.01M$1.01M0.02%Aug 3, 2026
Old Mission Capital LLCSell 100%-$962K$00.00%Aug 14, 2026
Ignite Planners, LLCAdded 33.84%+$930K$3.68M0.50%Jul 23, 2026
Cascade Financial Partners, LLCNew Buy+$899K$899K0.08%Aug 4, 2026
Entruity Wealth, LLCReduce 67.34%-$694K$337K0.22%Aug 13, 2026
Golden State Wealth Management, LLCAdded 75.11%+$682K$1.59M0.14%Jul 22, 2026
Precision Wealth Strategies, LLCNew Buy+$668K$668K0.20%Aug 10, 2026
Flow Traders U.S. LLCSell 100%-$594K$00.00%Aug 14, 2026
Clifford Swan Investment Counsel LLCSell 100%-$555K$00.00%Aug 20, 2026
Silver Oak Securities, IncorporatedNew Buy+$454K$454K0.03%Aug 7, 2026
Crux Wealth AdvisorsNew Buy+$432K$432K0.15%Jul 21, 2026
Hennion & Walsh Asset Management, Inc.Added 34.35%+$426K$1.67M0.05%Jul 8, 2026
Kingswood Wealth Advisors, LLCAdded 192.06%+$422K$641K0.03%Jul 27, 2026
WESPAC Advisors SoCal, LLCReduce 48.62%-$357K$378K0.07%Jul 16, 2026
WCG Wealth Advisors LLCAdded 61.05%+$305K$805K0.02%Aug 14, 2026
HCR Wealth AdvisorsNew Buy+$302K$302K0.03%Jul 13, 2026
Southland Equity Partners LLCReduce 15.99%-$285K$1.5M0.26%Jul 13, 2026
Warren Street Wealth Advisors, LLCAdded 42.20%+$282K$952K0.21%Jul 23, 2026
Integral Investment Advisors, Inc.Added 15.19%+$247K$1.87M0.41%Jul 7, 2026
Wedbush Securities IncNew Buy+$247K$247K0.01%Jul 28, 2026
ODonnell Financial Services, LLCNew Buy+$203K$203K0.06%Aug 12, 2026
Johnson Bixby & Associates, LLCNew Buy+$200K$200K0.02%Jul 16, 2026
Channel Wealth LLCAdded 9.50%+$194K$2.23M0.50%Aug 4, 2026
Guggenheim Capital LLCReduce 3.91%-$189K$4.63M0.03%Aug 12, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$171K$00.00%Aug 13, 2026
Mutual Advisors, LLCReduce 13.29%-$129K$844K0.02%Aug 14, 2026
Mgo One Seven LLCAdded 8.71%+$124K$1.55M0.03%Jul 31, 2026
Perennial Investment Advisors, LLCAdded 23.37%+$109K$575K0.04%Aug 14, 2026
Foronjy Financial LLCReduce 23.47%-$108K$352K0.13%Jul 23, 2026
Westside Investment Management, Inc.Reduce 1.98%-$104K$5.15M0.68%Jul 27, 2026
Guild Investment Management, Inc.Added 13.64%+$74.5K$621K0.42%Jul 28, 2026
New Insight Wealth AdvisorsReduce 6.02%-$63.3K$988K0.29%Jul 28, 2026
Blue Zone Wealth Advisors, LLCReduce 15.63%-$62.1K$335K0.06%Jul 14, 2026
IFG Advisory, LLCNew Buy+$49.3K$49.3K0.00%Aug 14, 2026
TriaGen Wealth Management LLCReduce 11.79%-$30.8K$230K0.06%Jul 21, 2026
Magnus Financial Group LLCAdded 0.86%+$19K$2.22M0.16%Jul 9, 2026
Citizens Business BankReduce 0.27%-$16K$5.88M0.89%Aug 3, 2026
CLG LLCReduce 3.05%-$15.6K$495K0.11%Jul 16, 2026
Towerpoint Wealth, LLCReduce 2.75%-$9.48K$336K0.12%Jul 9, 2026
Tidemark, LLCReduce 2.17%-$9.43K$425K0.10%Aug 10, 2026
Inspire Advisors, LLCAdded 0.46%+$2.14K$469K0.03%Aug 13, 2026
Cypress Wealth Services, LLCAdded 0.88%+$1.94K$222K0.03%Jul 13, 2026
Gerald Baker Financial Group LLCAdded 0.86%+$1.89K$220K0.06%Aug 3, 2026
Team Financial Group, LLCSell 100%-$1.71K$00.00%Jul 13, 2026
SeaCrest Wealth Management, LLCAdded 0.40%+$1.54K$388K0.04%Jul 9, 2026
D.A. Davidson & Co.Reduce 0.28%-$1.29K$460K0.00%Jul 24, 2026
Spectrum Wealth Advisory Group, LLCNew Buy+$811$8110.00%Aug 6, 2026
Ameriflex Group, Inc.Added 0.49%+$447$91.6K0.04%Aug 14, 2026
Assetmark, IncReduce 0.75%-$99$13.2K0.00%Jul 30, 2026

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