Cerity Partners
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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
Q2 		$1.87M Buy
89,606
+192
+0.2% +$3.66K ﹤0.01% 1632
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's BCAL Position: Q2 2026 in Review

Cerity Partners increased its Southern California Bancorp (BCAL) stake by 0.21% in Q2 2026, buying an estimated $3.66K and bringing the position to 89,606 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Cerity Partners first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Cerity Partners held 89,606 shares of Southern California Bancorp worth $1.87M as of Q2 2026.
  • Cerity Partners bought 192 Southern California Bancorp shares in Q2 2026, an estimated $3.66K.
  • Southern California Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1632 holding.
  • Cerity Partners first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.