Ameriprise
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Ameriprise’s Southern California Bancorp BCAL Stock Holding History

Ameriprise’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
Q1 		$976K Sell
55,100
-6,725
-11% -$123K ﹤0.01% 3305
2025
Q4 		$1.15M Buy
+61,825
New +$1.14M ﹤0.01% 3268
2025
Q3 		– Sell
-38,400
Closed -$605K – 4068
2025
Q2 		$605K Buy
38,400
+9,365
+32% +$133K ﹤0.01% 3464
2025
Q1 		$416K Buy
+29,035
New +$451K ﹤0.01% 3564

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise's BCAL Position: Q1 2026 in Review

Ameriprise reduced its Southern California Bancorp (BCAL) stake by 11% in Q1 2026, selling an estimated $123K and leaving 55,100 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Ameriprise first reported a position in BCAL in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Ameriprise held 55,100 shares of Southern California Bancorp worth $976K as of Q1 2026.
  • Ameriprise sold 6,725 Southern California Bancorp shares in Q1 2026, an estimated $123K.
  • Southern California Bancorp made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3305 holding.
  • Ameriprise first reported a position in Southern California Bancorp in Q1 2025 and has held it in 4 quarters since.
  • Ameriprise's Southern California Bancorp position peaked at $1.15M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.