Concentric Wealth Management’s Southern California Bancorp BCAL Stock Holding History

Concentric Wealth 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
2024 Q3	$362K	Buy	+24,443	New	+$356K	0.09%	106

Other funds holding BCAL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

CCCPV

Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Concentric Wealth Management's BCAL Position: Q3 2024 in Review

Concentric Wealth Management opened a new position in Southern California Bancorp (BCAL) in Q3 2024: 24,443 shares worth $362K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings.

96 funds tracked by Wall St. Rank hold BCAL as of Q3 2024.

Concentric Wealth Management held 24,443 shares of Southern California Bancorp worth $362K as of Q3 2024.
Southern California Bancorp was a new Concentric Wealth Management position in Q3 2024.
Southern California Bancorp made up 0.09% of Concentric Wealth Management's portfolio in Q3 2024, its #106 holding.
96 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.