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Allworth Financial’s Southern California Bancorp BCAL Stock Holding History

Allworth Financial’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.46K Sell
406
-52
-11% -$990 ﹤0.01% 3824
2026
Q1 		$8.12K Buy
458
+90
+24% +$1.65K ﹤0.01% 3650
2025
Q4 		$6.87K Buy
368
+233
+173% +$4.28K ﹤0.01% 3520
2025
Q3 		$2.25K Buy
135
+64
+90% +$1.05K ﹤0.01% 3946
2025
Q2 		$1.12K Sell
71
-14
-16% -$200 ﹤0.01% 3928
2025
Q1 		$1.15K Buy
+85
New +$1.32K ﹤0.01% 3423

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's BCAL Position: Q2 2026 in Review

Allworth Financial reduced its Southern California Bancorp (BCAL) stake by 11% in Q2 2026, selling an estimated $990 and leaving 406 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Allworth Financial first reported a position in BCAL in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Allworth Financial held 406 shares of Southern California Bancorp worth $8.46K as of Q2 2026.
  • Allworth Financial sold 52 Southern California Bancorp shares in Q2 2026, an estimated $990.
  • Southern California Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3824 holding.
  • Allworth Financial first reported a position in Southern California Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.