Caldwell Sutter Capital
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Caldwell Sutter Capital’s Southern California Bancorp BCAL Stock Holding History

Caldwell Sutter Capital’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
Q3 		$105K Hold
4,898
– – 0.04% 301
2026
Q2 		$102K Hold
4,898
– – 0.04% 302
2026
Q1 		$86.8K Sell
4,898
-92
-2% -$1.68K 0.04% 315
2025
Q4 		$93.2K Sell
4,990
-46
-0.9% -$846 0.04% 292
2025
Q3 		$84K Hold
5,036
– – 0.04% 301
2025
Q2 		$79.4K Hold
5,036
– – 0.04% 302
2025
Q1 		$72.2K Sell
5,036
-138
-3% -$2.14K 0.03% 311
2024
Q4 		$85.6K Hold
5,174
– – 0.04% 291
2024
Q3 		$76.5K Buy
+5,174
New +$75.3K 0.04% 308

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Geode Capital Management
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Algebris (UK)
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Hennessy Advisors Inc
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Creative Planning
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Caldwell Sutter Capital's BCAL Position: Q3 2026 in Review

Caldwell Sutter Capital held its Southern California Bancorp (BCAL) position steady in Q3 2026 at 4,898 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #301.

Caldwell Sutter Capital first reported a position in BCAL in Q3 2024 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • Caldwell Sutter Capital held 4,898 shares of Southern California Bancorp worth $105K as of Q3 2026.
  • Caldwell Sutter Capital left its Southern California Bancorp share count unchanged in Q3 2026.
  • Southern California Bancorp made up 0.04% of Caldwell Sutter Capital's portfolio in Q3 2026, its #301 holding.
  • Caldwell Sutter Capital first reported a position in Southern California Bancorp in Q3 2024 and has held it in 9 quarters since.
  • 55 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.