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
Q2 		– Sell
-55,100
Closed -$976K – 4112
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 $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

Ameriprise's BCAL Position: Q2 2026 in Review

Ameriprise sold out of Southern California Bancorp (BCAL) in Q2 2026, closing a stake of 55,100 shares — an estimated $976K sold.

Ameriprise first reported a position in BCAL in Q1 2025 and held it in 4 quarters. The position peaked at $1.15M in Q4 2025. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Ameriprise reported no remaining Southern California Bancorp position as of Q2 2026 after selling out during the quarter.
  • Ameriprise sold 55,100 Southern California Bancorp shares in Q2 2026, an estimated $976K.
  • Ameriprise first reported a position in Southern California Bancorp in Q1 2025 and held it in 4 quarters.
  • Ameriprise's Southern California Bancorp position peaked at $1.15M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.