Charles Schwab
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Charles Schwab’s Southern California Bancorp BCAL Stock Holding History

Charles Schwab’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 		$1.52M Buy
73,008
+13,718
+23% +$261K ﹤0.01% 2873
2026
Q1 		$1.05M Sell
59,290
-6,163
-9% -$113K ﹤0.01% 2892
2025
Q4 		$1.22M Buy
65,453
+167
+0.3% +$3.07K ﹤0.01% 2857
2025
Q3 		$1.09M Sell
65,286
-572
-0.9% -$9.39K ﹤0.01% 2922
2025
Q2 		$1.04M Sell
65,858
-2,416
-4% -$34.4K ﹤0.01% 2886
2025
Q1 		$978K Buy
68,274
+13
+0% +$202 ﹤0.01% 2852
2024
Q4 		$1.13M Buy
68,261
+2,249
+3% +$36.2K ﹤0.01% 2876
2024
Q3 		$976K Buy
66,012
+32,848
+99% +$478K ﹤0.01% 2925
2024
Q2 		$447K Buy
+33,164
New +$461K ﹤0.01% 3247
2023
Q4 		– Sell
-11,392
Closed -$160K – 3542
2023
Q3 		$160K Buy
+11,392
New +$168K ﹤0.01% 3318

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

Charles Schwab's BCAL Position: Q2 2026 in Review

Charles Schwab increased its Southern California Bancorp (BCAL) stake by 23% in Q2 2026, buying an estimated $261K and bringing the position to 73,008 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Charles Schwab first reported a position in BCAL in Q3 2023 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Charles Schwab held 73,008 shares of Southern California Bancorp worth $1.52M as of Q2 2026.
  • Charles Schwab bought 13,718 Southern California Bancorp shares in Q2 2026, an estimated $261K.
  • Southern California Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2873 holding.
  • Charles Schwab first reported a position in Southern California Bancorp in Q3 2023 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.