Creative Planning
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Creative Planning’s Southern California Bancorp BCAL Stock Holding History

Creative Planning’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 		$1.41M Buy
67,804
+18,656
+38% +$355K ﹤0.01% 2365
2026
Q1 		$871K Buy
49,148
+8,268
+20% +$151K ﹤0.01% 2572
2025
Q4 		$763K Buy
40,880
+11,483
+39% +$211K ﹤0.01% 2494
2025
Q3 		$490K Buy
29,397
+8,138
+38% +$134K ﹤0.01% 2741
2025
Q2 		$335K Buy
+21,259
New +$303K ﹤0.01% 2805

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

Creative Planning's BCAL Position: Q2 2026 in Review

Creative Planning increased its Southern California Bancorp (BCAL) stake by 38% in Q2 2026, buying an estimated $355K and bringing the position to 67,804 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Creative Planning first reported a position in BCAL in Q2 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Creative Planning held 67,804 shares of Southern California Bancorp worth $1.41M as of Q2 2026.
  • Creative Planning bought 18,656 Southern California Bancorp shares in Q2 2026, an estimated $355K.
  • Southern California Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2365 holding.
  • Creative Planning first reported a position in Southern California Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.