Curi RMB Capital’s Southern California Bancorp BCAL Stock Holding History

Curi RMB Capital’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	$4.69M	Sell	225,000 -121,665	-35%	-$2.32M	0.07%	244
2026 Q1	$6.14M	Buy	346,665 +102,990	+42%	+$1.89M	0.11%	194
2025 Q4	$4.55M	Sell	243,675 -81,325	-25%	-$1.5M	0.08%	226
2025 Q3	$5.42M	Sell	325,000 -7,320	-2%	-$120K	0.1%	208
2025 Q2	$5.24M	Sell	332,320 -77,309	-19%	-$1.1M	0.1%	209
2025 Q1	$5.87M	Hold	409,629	–	–	0.14%	181
2024 Q4	$6.78M	Buy	409,629 +16,173	+4%	+$260K	0.16%	169
2024 Q3	$5.82M	Buy	393,456 +327,981	+501%	+$4.77M	0.13%	177
2024 Q2	$882K	Buy	+65,475	New	+$909K	0.02%	343

Other funds holding BCAL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi RMB Capital's BCAL Position: Q2 2026 in Review

Curi RMB Capital reduced its Southern California Bancorp (BCAL) stake by 35% in Q2 2026, selling an estimated $2.32M and leaving 225,000 shares worth $4.69M. The position accounts for 0.07% of the portfolio, ranked #244.

Curi RMB Capital first reported a position in BCAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.78M in Q4 2024. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Curi RMB Capital held 225,000 shares of Southern California Bancorp worth $4.69M as of Q2 2026.
Curi RMB Capital sold 121,665 Southern California Bancorp shares in Q2 2026, an estimated $2.32M.
Southern California Bancorp made up 0.07% of Curi RMB Capital's portfolio in Q2 2026, its #244 holding.
Curi RMB Capital first reported a position in Southern California Bancorp in Q2 2024 and has held it in 9 quarters since.
Curi RMB Capital's Southern California Bancorp position peaked at $6.78M in Q4 2024.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.