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Capital Performance Advisors’s Southern California Bancorp BCAL Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-12
Closed -$177 – 448
2024
Q3 		$177 Buy
+12
New +$175 ﹤0.01% 2585

Other funds holding BCAL

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ECA
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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
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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

Capital Performance Advisors's BCAL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Southern California Bancorp (BCAL) in Q4 2024, closing a stake of 12 shares — an estimated $177 sold.

Capital Performance Advisors first reported a position in BCAL in Q3 2024 and held it in 1 quarter. The position peaked at $177 in Q3 2024. 100 funds tracked by Wall St. Rank hold BCAL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Southern California Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 Southern California Bancorp shares in Q4 2024, an estimated $177.
  • Capital Performance Advisors first reported a position in Southern California Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Southern California Bancorp position peaked at $177 in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Southern California Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.