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Coldstream Capital Management’s Southern California Bancorp BCAL Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-44
Closed -$631 – 1352
2025
Q1 		$631 Buy
+44
New +$683 ﹤0.01% 3291

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CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Coldstream Capital Management's BCAL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Southern California Bancorp (BCAL) in Q2 2025, closing a stake of 44 shares — an estimated $631 sold.

Coldstream Capital Management first reported a position in BCAL in Q1 2025 and held it in 1 quarter. The position peaked at $631 in Q1 2025. 110 funds tracked by Wall St. Rank hold BCAL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Southern California Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 44 Southern California Bancorp shares in Q2 2025, an estimated $631.
  • Coldstream Capital Management first reported a position in Southern California Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Southern California Bancorp position peaked at $631 in Q1 2025.
  • 110 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.