Bank of Montreal
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Bank of Montreal’s Southern California Bancorp BCAL Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-13,286
Closed -$181K – 3858
2024
Q2 		$181K Buy
+13,286
New +$185K ﹤0.01% 3032

Other funds holding BCAL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Bank of Montreal's BCAL Position: Q3 2024 in Review

Bank of Montreal sold out of Southern California Bancorp (BCAL) in Q3 2024, closing a stake of 13,286 shares — an estimated $181K sold.

Bank of Montreal first reported a position in BCAL in Q2 2024 and held it in 1 quarter. The position peaked at $181K in Q2 2024. 96 funds tracked by Wall St. Rank hold BCAL as of Q3 2024.

  • Bank of Montreal reported no remaining Southern California Bancorp position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 13,286 Southern California Bancorp shares in Q3 2024, an estimated $181K.
  • Bank of Montreal first reported a position in Southern California Bancorp in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's Southern California Bancorp position peaked at $181K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.