Fidelity Investments
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Fidelity Investments’s Southern California Bancorp BCAL Stock Holding History

Fidelity Investments’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 		$25.6K Sell
1,227
-22,251
-95% -$424K ﹤0.01% 4577
2026
Q1 		$416K Buy
23,478
+1,944
+9% +$35.6K ﹤0.01% 3198
2025
Q4 		$402K Buy
21,534
+20,622
+2,261% +$379K ﹤0.01% 3160
2025
Q3 		$15.2K Sell
912
-671
-42% -$11K ﹤0.01% 4467
2025
Q2 		$24.9K Buy
1,583
+665
+72% +$9.48K ﹤0.01% 4206
2025
Q1 		$13.2K Buy
918
+20
+2% +$310 ﹤0.01% 4391
2024
Q4 		$14.9K Sell
898
-494
-35% -$7.95K ﹤0.01% 4308
2024
Q3 		$20.6K Buy
+1,392
New +$20.2K ﹤0.01% 4159

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 $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

Fidelity Investments's BCAL Position: Q2 2026 in Review

Fidelity Investments reduced its Southern California Bancorp (BCAL) stake by 95% in Q2 2026, selling an estimated $424K and leaving 1,227 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4577.

Fidelity Investments first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $416K in Q1 2026. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Fidelity Investments held 1,227 shares of Southern California Bancorp worth $25.6K as of Q2 2026.
  • Fidelity Investments sold 22,251 Southern California Bancorp shares in Q2 2026, an estimated $424K.
  • Southern California Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4577 holding.
  • Fidelity Investments first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
  • Fidelity Investments's Southern California Bancorp position peaked at $416K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.