Bedell Frazier Investment Counselling’s Southern California Bancorp BCAL Stock Holding History

Bedell Frazier Investment Counselling’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 Q1	$1.1M	Hold	61,815	–	–	0.22%	69
2025 Q4	$1.15M	Sell	61,815 -3,627	-6%	-$66.7K	0.22%	70
2025 Q3	$1.09M	Sell	65,442 -3,594	-5%	-$59K	0.22%	73
2025 Q2	$1.09M	Sell	69,036 -4,693	-6%	-$66.9K	0.27%	59
2025 Q1	$1.06M	Hold	73,729	–	–	0.27%	56
2024 Q4	$1.22M	Sell	73,729 -19,670	-21%	-$316K	0.3%	56
2024 Q3	$1.38M	Buy	+93,399	New	+$1.36M	0.33%	55

Other funds holding BCAL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bedell Frazier Investment Counselling's BCAL Position: Q1 2026 in Review

Bedell Frazier Investment Counselling held its Southern California Bancorp (BCAL) position steady in Q1 2026 at 61,815 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #69.

Bedell Frazier Investment Counselling first reported a position in BCAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2024. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

Bedell Frazier Investment Counselling held 61,815 shares of Southern California Bancorp worth $1.1M as of Q1 2026.
Bedell Frazier Investment Counselling left its Southern California Bancorp share count unchanged in Q1 2026.
Southern California Bancorp made up 0.22% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #69 holding.
Bedell Frazier Investment Counselling first reported a position in Southern California Bancorp in Q3 2024 and has held it in 7 quarters since.
Bedell Frazier Investment Counselling's Southern California Bancorp position peaked at $1.38M in Q3 2024.
155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.