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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

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. 55 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.
55 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.