First Trust Advisors
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First Trust Advisors’s Southern California Bancorp BCAL Stock Holding History

First Trust 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 		$1.77M Buy
84,996
+2,473
+3% +$47.1K ﹤0.01% 2049
2026
Q1 		$1.46M Sell
82,523
-707
-0.8% -$12.9K ﹤0.01% 2039
2025
Q4 		$1.55M Sell
83,230
-3,885
-4% -$71.4K ﹤0.01% 1989
2025
Q3 		$1.45M Buy
87,115
+66,430
+321% +$1.09M ﹤0.01% 1972
2025
Q2 		$326K Buy
20,685
+1,377
+7% +$19.6K ﹤0.01% 2396
2025
Q1 		$277K Sell
19,308
-136
-0.7% -$2.11K ﹤0.01% 2391
2024
Q4 		$322K Buy
19,444
+15
+0.1% +$241 ﹤0.01% 2364
2024
Q3 		$287K Buy
+19,429
New +$283K ﹤0.01% 2271

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

First Trust Advisors's BCAL Position: Q2 2026 in Review

First Trust Advisors increased its Southern California Bancorp (BCAL) stake by 3% in Q2 2026, buying an estimated $47.1K and bringing the position to 84,996 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

First Trust Advisors first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • First Trust Advisors held 84,996 shares of Southern California Bancorp worth $1.77M as of Q2 2026.
  • First Trust Advisors bought 2,473 Southern California Bancorp shares in Q2 2026, an estimated $47.1K.
  • Southern California Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2049 holding.
  • First Trust Advisors first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.