ELCO Management’s Southern California Bancorp BCAL Stock Holding History

ELCO 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
2026 Q2	$482K	Sell	23,140 -2,784	-11%	-$53K	0.21%	89
2026 Q1	$459K	Buy	25,924 +15,924	+159%	+$292K	0.22%	85
2025 Q4	$187K	Sell	10,000 -3,070	-23%	-$56.4K	0.12%	149
2025 Q3	$218K	Sell	13,070 -3,270	-20%	-$53.7K	0.11%	141
2025 Q2	$258K	Sell	16,340 -3,660	-18%	-$52.2K	0.13%	128
2025 Q1	$287K	Sell	20,000 -12,556	-39%	-$195K	0.16%	107
2024 Q4	$538K	Sell	32,556 -8,239	-20%	-$133K	0.28%	76
2024 Q3	$603K	Buy	40,795 +14,047	+53%	+$204K	0.33%	73
2024 Q2	$360K	Buy	26,748 +5,380	+25%	+$74.7K	0.21%	100
2024 Q1	$319K	Sell	21,368 -234	-1%	-$3.7K	0.19%	109
2023 Q4	$375K	Hold	21,602	–	–	0.25%	96
2023 Q3	$303K	Hold	21,602	–	–	0.22%	94
2023 Q2	$296K	Buy	+21,602	New	+$301K	0.21%	93

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

ELCO Management's BCAL Position: Q2 2026 in Review

ELCO Management reduced its Southern California Bancorp (BCAL) stake by 11% in Q2 2026, selling an estimated $53K and leaving 23,140 shares worth $482K. The position accounts for 0.21% of the portfolio, ranked #89.

ELCO Management first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $603K in Q3 2024. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

ELCO Management held 23,140 shares of Southern California Bancorp worth $482K as of Q2 2026.
ELCO Management sold 2,784 Southern California Bancorp shares in Q2 2026, an estimated $53K.
Southern California Bancorp made up 0.21% of ELCO Management's portfolio in Q2 2026, its #89 holding.
ELCO Management first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
ELCO Management's Southern California Bancorp position peaked at $603K in Q3 2024.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.