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California Bancorp shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of California Bancorp (CALB) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including California Bancorp held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Bancorp by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $834k 34k 24.76
2023-09-30 $677k 34k 20.10
2023-06-30 $506k 34k 15.00
2023-03-31 $657k 34k 19.51

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding California Bancorp

Alliancebernstein
Endeavour Capital Advisors
Vanguard Group
Daniel D. Thurber
Elizabeth Park Capital Advisors
Kennedy Capital Management
Fourthstone
Baker Avenue Asset Management
MAI Wealth Advisors
Robertson Stephens Wealth Management
Millennium Management
Dimensional Fund Advisors
Bank of America Corporation
Keystone Wealth Services
Mendon Capital Advisors Corp.

View all funds holding California Bancorp