Cerity Partners’s Southern California Bancorp BCAL Stock Holding History

Cerity Partners’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	$1.58M	Buy	89,414 +1,455	+2%	+$26.6K	﹤0.01%	1603
2025 Q4	$1.64M	Buy	87,959 +1,437	+2%	+$26.4K	﹤0.01%	1455
2025 Q3	$1.44M	Buy	86,522 +2,079	+2%	+$34.1K	﹤0.01%	1437
2025 Q2	$1.33M	Sell	84,443 -834	-1%	-$11.9K	﹤0.01%	1397
2025 Q1	$1.22M	Sell	85,277 -100	-0.1%	-$1.55K	﹤0.01%	1334
2024 Q4	$1.41M	Buy	85,377 +48,427	+131%	+$779K	﹤0.01%	1257
2024 Q3	$546K	Buy	+36,950	New	+$537K	﹤0.01%	1731

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 $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Cerity Partners's BCAL Position: Q1 2026 in Review

Cerity Partners increased its Southern California Bancorp (BCAL) stake by 1.7% in Q1 2026, buying an estimated $26.6K and bringing the position to 89,414 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Cerity Partners first reported a position in BCAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

Cerity Partners held 89,414 shares of Southern California Bancorp worth $1.58M as of Q1 2026.
Cerity Partners bought 1,455 Southern California Bancorp shares in Q1 2026, an estimated $26.6K.
Southern California Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1603 holding.
Cerity Partners first reported a position in Southern California Bancorp in Q3 2024 and has held it in 7 quarters since.
Cerity Partners's Southern California Bancorp position peaked at $1.64M in Q4 2025.
154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.