Bank of New York Mellon
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Bank of New York Mellon’s Southern California Bancorp BCAL Stock Holding History

Bank of New York Mellon’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 		$1.73M Buy
83,223
+13,032
+19% +$248K ﹤0.01% 3030
2026
Q1 		$1.24M Buy
70,191
+5,089
+8% +$93.2K ﹤0.01% 3083
2025
Q4 		$1.22M Sell
65,102
-371
-0.6% -$6.82K ﹤0.01% 3125
2025
Q3 		$1.09M Buy
65,473
+2,470
+4% +$40.6K ﹤0.01% 3166
2025
Q2 		$993K Sell
63,003
-492
-0.8% -$7.01K ﹤0.01% 3130
2025
Q1 		$910K Sell
63,495
-1,329
-2% -$20.6K ﹤0.01% 3122
2024
Q4 		$1.07M Buy
64,824
+13,667
+27% +$220K ﹤0.01% 3115
2024
Q3 		$757K Buy
51,157
+16,952
+50% +$247K ﹤0.01% 3290
2024
Q2 		$461K Buy
+34,205
New +$475K ﹤0.01% 3622

Other funds holding BCAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon's BCAL Position: Q2 2026 in Review

Bank of New York Mellon increased its Southern California Bancorp (BCAL) stake by 19% in Q2 2026, buying an estimated $248K and bringing the position to 83,223 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Bank of New York Mellon first reported a position in BCAL in Q2 2024 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Bank of New York Mellon held 83,223 shares of Southern California Bancorp worth $1.73M as of Q2 2026.
  • Bank of New York Mellon bought 13,032 Southern California Bancorp shares in Q2 2026, an estimated $248K.
  • Southern California Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3030 holding.
  • Bank of New York Mellon first reported a position in Southern California Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 54 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.