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Baker Avenue Asset Management’s Southern California Bancorp BCAL Stock Holding History

Baker Avenue Asset Management’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
2025
Q1 		– Sell
-71,152
Closed -$1.18M – 465
2024
Q4 		$1.18M Hold
71,152
– – 0.04% 225
2024
Q3 		$1.05M Buy
+71,152
New +$1.03M 0.03% 225

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FL
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CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's BCAL Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Southern California Bancorp (BCAL) in Q1 2025, closing a stake of 71,152 shares — an estimated $1.18M sold.

Baker Avenue Asset Management first reported a position in BCAL in Q3 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2024. 104 funds tracked by Wall St. Rank hold BCAL as of Q1 2025.

  • Baker Avenue Asset Management reported no remaining Southern California Bancorp position as of Q1 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 71,152 Southern California Bancorp shares in Q1 2025, an estimated $1.18M.
  • Baker Avenue Asset Management first reported a position in Southern California Bancorp in Q3 2024 and held it in 2 quarters.
  • Baker Avenue Asset Management's Southern California Bancorp position peaked at $1.18M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.