Farther Finance Advisors’s Southern California Bancorp BCAL Stock Holding History

Farther Finance 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 Q3	$3.29K	Buy	154 +143	+1,300%	+$3.05K	﹤0.01%	5202
2026 Q2	$230	Sell	11 -18	-62%	-$343	﹤0.01%	5699
2026 Q1	$517	Sell	29 -18	-38%	-$330	﹤0.01%	5260
2025 Q4	$877	Buy	+47	New	+$864	﹤0.01%	4939

Other funds holding BCAL

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's BCAL Position: Q3 2026 in Review

Farther Finance Advisors increased its Southern California Bancorp (BCAL) stake by 1,300% in Q3 2026, buying an estimated $3.05K and bringing the position to 154 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #5202.

Farther Finance Advisors first reported a position in BCAL in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Farther Finance Advisors held 154 shares of Southern California Bancorp worth $3.29K as of Q3 2026.
Farther Finance Advisors bought 143 Southern California Bancorp shares in Q3 2026, an estimated $3.05K.
Southern California Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5202 holding.
Farther Finance Advisors first reported a position in Southern California Bancorp in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.