Fiduciary Trust’s Southern California Bancorp BCAL Stock Holding History

Fiduciary Trust’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	$680K	Buy	32,650 +3,361	+11%	+$64K	0.01%	512
2026 Q1	$519K	Buy	29,289 +17,041	+139%	+$312K	0.01%	565
2025 Q4	$229K	Sell	12,248 -1,921	-14%	-$35.3K	﹤0.01%	806
2025 Q3	$236K	Buy	+14,169	New	+$233K	﹤0.01%	780
2025 Q1	–	Sell	-11,097	Closed	-$184K	–	818
2024 Q4	$184K	Buy	+11,097	New	+$179K	﹤0.01%	667

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

Fiduciary Trust's BCAL Position: Q2 2026 in Review

Fiduciary Trust increased its Southern California Bancorp (BCAL) stake by 11% in Q2 2026, buying an estimated $64K and bringing the position to 32,650 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #512.

Fiduciary Trust first reported a position in BCAL in Q4 2024 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Fiduciary Trust held 32,650 shares of Southern California Bancorp worth $680K as of Q2 2026.
Fiduciary Trust bought 3,361 Southern California Bancorp shares in Q2 2026, an estimated $64K.
Southern California Bancorp made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #512 holding.
Fiduciary Trust first reported a position in Southern California Bancorp in Q4 2024 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.