Carson Wealth (CWM LLC)
BCAL icon

Carson Wealth (CWM LLC)’s Southern California Bancorp BCAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$72.8K Buy
4,107
+1,334
+48% +$24.4K ﹤0.01% 3518
2025
Q4 		$52K Buy
2,773
+510
+23% +$9.38K ﹤0.01% 3570
2025
Q3 		$38K Buy
2,263
+1,335
+144% +$21.9K ﹤0.01% 3731
2025
Q2 		$15K Buy
928
+415
+81% +$5.92K ﹤0.01% 4067
2025
Q1 		$7K Buy
513
+155
+43% +$2.41K ﹤0.01% 4263
2024
Q4 		$6K Buy
358
+107
+43% +$1.72K ﹤0.01% 4095
2024
Q3 		$4K Buy
251
+228
+991% +$3.32K ﹤0.01% 4159
2024
Q2 		$0 Buy
+23
New +$319 ﹤0.01% 4587

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Southern California Bancorp (BCAL) stake by 48% in Q1 2026, buying an estimated $24.4K and bringing the position to 4,107 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Carson Wealth (CWM LLC) first reported a position in BCAL in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,107 shares of Southern California Bancorp worth $72.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,334 Southern California Bancorp shares in Q1 2026, an estimated $24.4K.
  • Southern California Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3518 holding.
  • Carson Wealth (CWM LLC) first reported a position in Southern California Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.