AL
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Aspiriant LLC’s Southern California Bancorp BCAL Stock Holding History

Aspiriant LLC’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 		$290K Hold
13,912
– – 0.01% 324
2026
Q1 		$247K Hold
13,912
– – 0.01% 312
2025
Q4 		$260K Hold
13,912
– – 0.01% 290
2025
Q3 		$232K Hold
13,912
– – 0.01% 283
2025
Q2 		$219K Hold
13,912
– – 0.01% 295
2025
Q1 		$199K Hold
13,912
– – 0.01% 284
2024
Q4 		$230K Buy
+13,912
New +$224K 0.01% 266

Other funds holding BCAL

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Aspiriant LLC's BCAL Position: Q2 2026 in Review

Aspiriant LLC held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 13,912 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #324.

Aspiriant LLC first reported a position in BCAL in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Aspiriant LLC held 13,912 shares of Southern California Bancorp worth $290K as of Q2 2026.
  • Aspiriant LLC left its Southern California Bancorp share count unchanged in Q2 2026.
  • Southern California Bancorp made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #324 holding.
  • Aspiriant LLC first reported a position in Southern California Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.