ALPS Advisors
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ALPS Advisors’s Southern California Bancorp BCAL Stock Holding History

ALPS Advisors’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
Q3 		$562K Sell
26,338
-2,285
-8% -$48.8K ﹤0.01% 889
2026
Q2 		$597K Buy
28,623
+353
+1% +$6.72K ﹤0.01% 895
2026
Q1 		$501K Buy
+28,270
New +$518K ﹤0.01% 819

Other funds holding BCAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Keystone Wealth Services
Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ALPS Advisors's BCAL Position: Q3 2026 in Review

ALPS Advisors reduced its Southern California Bancorp (BCAL) stake by 8% in Q3 2026, selling an estimated $48.8K and leaving 26,338 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

ALPS Advisors first reported a position in BCAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $597K in Q2 2026. 39 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • ALPS Advisors held 26,338 shares of Southern California Bancorp worth $562K as of Q3 2026.
  • ALPS Advisors sold 2,285 Southern California Bancorp shares in Q3 2026, an estimated $48.8K.
  • Southern California Bancorp made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #889 holding.
  • ALPS Advisors first reported a position in Southern California Bancorp in Q1 2026 and has held it in 3 quarters since.
  • ALPS Advisors's Southern California Bancorp position peaked at $597K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.