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

Destination 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
2025
Q1 		– Sell
-15,290
Closed -$253K – 257
2024
Q4 		$253K Sell
15,290
-21,276
-58% -$342K 0.01% 215
2024
Q3 		$541K Buy
+36,566
New +$532K 0.02% 155

Other funds holding BCAL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's BCAL Position: Q1 2025 in Review

Destination Wealth Management sold out of Southern California Bancorp (BCAL) in Q1 2025, closing a stake of 15,290 shares — an estimated $253K sold.

Destination Wealth Management first reported a position in BCAL in Q3 2024 and held it in 2 quarters. The position peaked at $541K in Q3 2024. 104 funds tracked by Wall St. Rank hold BCAL as of Q1 2025.

  • Destination Wealth Management reported no remaining Southern California Bancorp position as of Q1 2025 after selling out during the quarter.
  • Destination Wealth Management sold 15,290 Southern California Bancorp shares in Q1 2025, an estimated $253K.
  • Destination Wealth Management first reported a position in Southern California Bancorp in Q3 2024 and held it in 2 quarters.
  • Destination Wealth Management's Southern California Bancorp position peaked at $541K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2025.

Based on Destination Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.