AssetMark Inc’s Southern California Bancorp BCAL Stock Holding History

AssetMark Inc’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	$584	Hold	28	–	–	﹤0.01%	3264
2026 Q1	$496	Hold	28	–	–	﹤0.01%	3185
2025 Q4	$523	Hold	28	–	–	﹤0.01%	3094
2025 Q3	$467	Hold	28	–	–	﹤0.01%	2940
2025 Q2	$441	Buy	+28	New	+$399	﹤0.01%	2764

Other funds holding BCAL

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's BCAL Position: Q2 2026 in Review

AssetMark Inc held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 28 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

AssetMark Inc first reported a position in BCAL in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

AssetMark Inc held 28 shares of Southern California Bancorp worth $584 as of Q2 2026.
AssetMark Inc left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3264 holding.
AssetMark Inc first reported a position in Southern California Bancorp in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.