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EverSource Wealth Advisors’s Southern California Bancorp BCAL Stock Holding History

EverSource Wealth Advisors’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 		$3.15K Sell
151
-719
-83% -$13.7K ﹤0.01% 3508
2026
Q1 		$15.4K Buy
870
+47
+6% +$860 ﹤0.01% 2662
2025
Q4 		$15.4K Sell
823
-74
-8% -$1.36K ﹤0.01% 2561
2025
Q3 		$15K Sell
897
-1,232
-58% -$20.2K ﹤0.01% 2567
2025
Q2 		$33.6K Buy
2,129
+2,121
+26,513% +$30.2K ﹤0.01% 1898
2025
Q1 		$115 Buy
+8
New +$124 ﹤0.01% 3808

Other funds holding BCAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

EverSource Wealth Advisors's BCAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southern California Bancorp (BCAL) stake by 83% in Q2 2026, selling an estimated $13.7K and leaving 151 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

EverSource Wealth Advisors first reported a position in BCAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.6K in Q2 2025. 48 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • EverSource Wealth Advisors held 151 shares of Southern California Bancorp worth $3.15K as of Q2 2026.
  • EverSource Wealth Advisors sold 719 Southern California Bancorp shares in Q2 2026, an estimated $13.7K.
  • Southern California Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3508 holding.
  • EverSource Wealth Advisors first reported a position in Southern California Bancorp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Southern California Bancorp position peaked at $33.6K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.