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Covestor’s Southern California Bancorp BCAL Stock Holding History

Covestor’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 		$12K Buy
582
+80
+16% +$1.52K 0.01% 1412
2026
Q1 		$9K Buy
502
+401
+397% +$7.34K 0.01% 1446
2025
Q4 		$2K Buy
101
+47
+87% +$864 ﹤0.01% 1892
2025
Q3 		$1K Buy
+54
New +$887 ﹤0.01% 2015
2024
Q4 		– Sell
-60
Closed -$1K – 2232
2024
Q3 		$1K Buy
+60
New +$873 ﹤0.01% 1899

Other funds holding BCAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Covestor's BCAL Position: Q2 2026 in Review

Covestor increased its Southern California Bancorp (BCAL) stake by 16% in Q2 2026, buying an estimated $1.52K and bringing the position to 582 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1412.

Covestor first reported a position in BCAL in Q3 2024 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Covestor held 582 shares of Southern California Bancorp worth $12K as of Q2 2026.
  • Covestor bought 80 Southern California Bancorp shares in Q2 2026, an estimated $1.52K.
  • Southern California Bancorp made up 0.01% of Covestor's portfolio in Q2 2026, its #1412 holding.
  • Covestor first reported a position in Southern California Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.