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Essential Partners’s Southern California Bancorp BCAL Stock Holding History

Essential Partners’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 		$2.94K Buy
141
+21
+18% +$400 ﹤0.01% 1802
2026
Q1 		$2.13K Sell
120
-259
-68% -$4.74K ﹤0.01% 1986
2025
Q4 		$7.08K Buy
379
+20
+6% +$368 ﹤0.01% 1292
2025
Q3 		$5.99K Buy
359
+347
+2,892% +$5.7K ﹤0.01% 1360
2025
Q2 		$189 Buy
+12
New +$171 ﹤0.01% 1958

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 $3.38T AUM 44.17% 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

Essential Partners's BCAL Position: Q2 2026 in Review

Essential Partners increased its Southern California Bancorp (BCAL) stake by 18% in Q2 2026, buying an estimated $400 and bringing the position to 141 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Essential Partners first reported a position in BCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.08K in Q4 2025. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Essential Partners held 141 shares of Southern California Bancorp worth $2.94K as of Q2 2026.
  • Essential Partners bought 21 Southern California Bancorp shares in Q2 2026, an estimated $400.
  • Southern California Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1802 holding.
  • Essential Partners first reported a position in Southern California Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Southern California Bancorp position peaked at $7.08K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.